by mddsAdmin987123 | 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 mddsAdmin987123 | Apr 23, 2024 | Finance
Decision Making in a Crunch By: Steven Karsh For anyone who watches the NFL, we have seen a major shift in strategy as more teams go for it on 4th down like never before. This has to do with the ever-growing popularity of analytics. Up pops a graphic on the TV that...
by mddsAdmin987123 | 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...
by mddsAdmin987123 | Mar 23, 2022 | Practice Management
The Ups and Downs of the Stock Market By: Mr. Steven Karsh The U.S. stock market at the beginning of 2002 seemed like a roller coaster ride at times; big ups, followed by big downs. Despite erratic market movements, often referred to as volatility, long-term...
by mddsAdmin987123 | Nov 3, 2021 | COVID-19, Practice Management
Unprecedented Times By: Mr. Steven Karsh Indeed, we are living in unprecedented times as we enter a new phase of the pandemic. A look at the economic landscape tells us we have (for now): 1. Record levels of economic stimulus – both fiscal (government spending)...
