2021 . . . What if?
No one could have foreseen what was to come this time last year. Make sure your retirement system is resilient where it needs to be to help ride out future uncertainty.
Don’t Skip Your Fall Financial Check-Up
Especially given the havoc that COVID-19 is having on our economy, now is the right time to review your financial system.
Difficult Times . . . Practical Lessons
The pandemic has had a significant negative impact on income, and as a result, how we save and invest. A strategy that factors downside risk can help.
Be Frugal . . . But Never Cheap!
Discount online brokerages and easy to use apps don’t replace the value presented by a trusted financial advisor – someone to look out for your needs.
Optimistic or Pessimistic? How About Realistic
When it comes to your financial system, managing risk realistically can be the difference between success and failure.
Zombie Apocalypse . . . What You Need to Know
The “zombie apocalypse” isn’t real but your financial well-being during a downturn certainly is. Be prepared for the inevitable with savings and a plan.
Strategy Versus Predictions . . . Always the Right Choice
New apps and services make it easy to lose money on bad investments. Instead rely on a sound investment strategy that incorporates downside risk management.
Time to do the Math
Jen and I have been extremely busy over the past few weeks talking “virtually” with clients to review their financial systems and to discuss how each of them has been impacted by the pandemic roiled financial markets. Much of the discussions centered around the ongoing economic uncertainty and what, if any, changes may need to be […]
Financial Planning in A Recession: Managing Downside Risk
You know, in light of the dramatic events surrounding the COVID-19 pandemic, many, if not most of us, have begun practicing all sorts of ways of managing our downside risk. Many of us have stocked up on grocery staples, like food, paper towels, bleach, cleaning supplies, etc. Who would have ever thought that rationalizing toilet paper […]
The Rivalry of the Bulls vs the Bears
Like most weekends, the first weekend of 2020 was the same for the Cutter home. After church, Maeve drove Phoebe and Sophie over to “Coffee ‘O” on Main Street to hang out with some school friends. I was told that Maeve is much “cooler” than me. So, I took advantage of having her home from […]