Last month I wrote a blog post about Brian Portnoy's book, The Geometry of Wealth. I got so much out of the book that today I want to dive in a little deeper to some of the topics he discusses.
The overall focus of the book is how to use your wealth to underwrite a meaningful life.
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Let's talk about your financial behavior and why it matters. When I work with clients, we focus on what you can control vs. what you can't control. You can't control what the markets will do this month, this year, or even tomorrow! Here's what you can control:
Read MoreIn honor of “529 Day" (May 29th), today’s blog post will cover the basics of what you need to know about saving for college with a 529 plan.
Read MoreThe stock market is now in its 9th year of a bull run that started in March of 2009. Despite recent volatility, the S&P 500 is up over 13% in the last 12 months. Annualized returns over that time period are over 10% per year.
Read MoreVOLATILITY RETURNS WITH A VENGEANCE
After 15 straight months of record-breaking calm in the markets, we are finally seeing the return of volatility. To be clear, volatility is the norm for the stock market, not the exception. On average, the US stock market declines at least 10% roughly once a year -- and it lasts on average less than 100 days. A 10% drop is called a correction, and they are a healthy (if unpleasant) part of investing in the stock market.
There are plenty of reasons that corrections aren't as scary as you think. Here are a few ways to think about stock market sell-offs and volatility.
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