Now is the right time for a financial plan

Businesswoman holding and putting lightbulb on coins stack on table for saving energy and money concept

I can’t tell you how often I talk to people who know they want financial planning but are waiting until the perfect moment to get started. Now, with a new bear market and massive economic uncertainty, people are doubling down on that intention. I know I need to work on my finances…soon, just not now….

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What Bear Markets Have Taught Me

brown bear in the woods

Mama said there’d be days like this, and I do feel fortunate to have seen a few of them. We officially entered bear market territory today following the coronavirus pandemic and related economic circumstances. Notably, this is the third bear market of my 21-year financial services career. As I collected my thoughts and talking points…

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Coronavirus Correction: What Investors Need to Know

coronavirus strain green

Coronavirus concerns have ended the 11-year bull market. This 20-minute video covers what we know right now about the market with actionable steps for response. The information contained in this video is as of 3/10/2020. On March 9, the US stock market as measured by the S&P 500 experienced its 7th worst market trading day…

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