The new year is a perfect opportunity to take stock and gain clarity to ensure your finances accentuate your journey. Review these five steps to help you reflect, refocus, and realign your financial priorities for the year ahead.
My goal has always been to introduce this investment philosophy to everyone responsible for saving and investing for their retirement.
Making adjustments to your stock/bond allocation is a cornerstone of maintaining a well-structured investment strategy so that your need and ability to take on short-term risk can match your quest for higher long-term returns.
A growing attraction to the “October Theory” suggests that the final three months of the year offer a unique opportunity to reflect on our lives and make meaningful changes.
While it's always good to stay informed, remember that the most important part of any financial strategy is sticking to your long-term plan, regardless of who wins the election
The quality of life doesn’t come from obsessing over the financial markets but rather from things that provide deep, lasting joy and meaning: connections, passions, and experiences that make us feel alive.