A financial plan evolves through time and your needs. Most adults should start with a basic plan that concerns household savings, debt, and cash flows. As your lifestyle changes, the basic plan can evolve to account for education, travel, and other expenses.
Nothing new here. We figured the 4th quarter would be choppy, and so far, it has not disappointed. We began with an excellent upward lift that was short-lived and a reminder to stick to the data and not the narrative.
What we believe were some of the factors that contributed to yesterday's downturn are the same as they were earlier in the year.
We are coming up on the end of year To Do’s in the world of finance, so as a reminder, here are some (not all) topics and things to keep in mind.
It is apparent that the July to early August rally in the markets was a bear market rally and not a trend shift from bearish to bullish...
At present, we are watching the show but not betting on the outcome yet, meaning we are still holding our course but have made a minor shift...
First, we meet you where you are and find out where you’d like to go on your journey.
CloseNext, we find out what you need to take up the mountain with you—before planning your bucket list of wants and wishes.
CloseThis is where your feet hit the path and all of our careful planning pays off as your plan is put into action.
CloseWe will continue to guide your steps and keep your plan effective and efficient as you approach your financial summit!
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