by Helpgeek | Aug 6, 2024 | Finance
Portfolio Diversification “With two pieces of information, what does the stock market do? It overreacts. I’ve seen this over and over, so many times, it doesn’t seem to bother me. However, my concern is that it might bother you, because I’m so...
by Helpgeek | Apr 24, 2024 | Finance
Comprehensive Wealth Management “As you know, we practice comprehensive wealth management. Comprehensive means everything. Not only your investments and tax planning, but also risk management – your insurance.” “If you think it would help you,...
by Helpgeek | Apr 17, 2024 | Finance
Just Ride the Wave “So, let’s look at the facts and history of the all-time stock market highs. I’ve attached a chart so that you can actually see, going back quite some time, how often this happens. And just because we’ve seen many all-time...
by Helpgeek | Nov 8, 2023 | Finance
Patience is a Form of Action “The patient investor waits for the next cycle In the stock market. Well, for this cycle, that started on October the 27th. Since then, the market has had some remarkable growth. Just last week, the S&P 500 was up almost 6%...
by Helpgeek | Oct 13, 2023 | Finance
Stocks, Bonds, and Interests Rates…Oh My! “We’ve enjoyed these low interest rates and that just encourages growth in stocks and growth in the economy. Bonds haven’t served us well because we haven’t been getting a good yield and as...
by Helpgeek | Aug 16, 2023 | Finance
Psychology and the Market “The longer that I’m in this business, I’m just kind of wondering if money is not in the Math department but it’s in the Psychology department. We’ve been taught – if we were taught anything about money...
