by Pam Sletten | Jul 23, 2025 | Finance
Rooted Resilience: Preventative Care for Your Personal Finances By: Mr. Seth Thompson, CFP®, RICP®, AEP®, EA Every novice or expert investor understands the uneasy feeling when markets swing unpredictably. Market volatility is an inevitable part of investing. Whether...
by Pam Sletten | Mar 30, 2023 | Practice Management
2022: Looking Back, Looking Forward By: Steven Karsh How did your portfolio hold up in 2022? If you owned only stocks and bonds, it was a brutal year and historically bad for a 60/40 portfolio. The Bloomberg Aggregate Bond Index was down 13%, more than four times the...