Seven Steps to Financial Wellness

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Wellness is an ongoing process, not just a destination, and people both want and need help staying the course. A narrower perspective, “financial wellness” requires the same discipline. So, let’s break down “financial wellness” into constituent parts. The global pandemic burst the bull market bubble and forced us all to reconsider our lives and priorities.… Read More »

Remember: Recoveries have rewarded patience

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If you’ve ever taken an economics course, you might recall this basic principle: Economies and financial markets, such as the stock and bond markets, move in cycles. That is, you can count on markets to experience lows, when prices fall, and peaks, when prices reach their highest. While no one has perfected the science of… Read More »