by Diane Olinger | Jul 7, 2020 | The OverView
This year, investors have been treated to a rare real-world lesson in the mathematics of investing—namely, the fact that after a market decline, it takes a greater market recovery to get back to even. The first quarter saw a frightening downturn that delivered 20%...
by Diane Olinger | Jan 14, 2020 | The OverView
We have just completed the final quarter, not only of the year but also the decade, so it’s as good a time as any to reflect on the market behavior for the past year and also for the past 10 years. The short version is that we have experienced a bull market for...
by Diane Olinger | Dec 3, 2019 | The OverView
The following article was written by Bob Veres, prominent author, publisher, and commentator in the financial advice industry. In the article, Bob discusses some of the differences between a financial advisory relationship at a smaller planning office and a large...
by Diane Olinger | Oct 9, 2019 | The OverView
The latest three month returns in the U.S. and international stock markets can be viewed with two very different attitudes. The first is that many indices (though not all) produced a loss for the quarter, and where there were gains, they tended to be very small. On...
by Diane Olinger | Sep 16, 2019 | The OverView
By: Nate Wilinski & Kirk Licata, CFP® Did you know that 20% of small businesses fail during their first year and only about half survive through their fifth year?1 Perhaps you’ve made it through a difficult start and have built a profitable business. Now it’s...
