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Insights - What's on our mind

Here is a selection of articles and thought-pieces to help you make better decisions.

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Reflections on the Current Market Environment - New Investor Edition

The current level of the stock market is an enigma for many. Stocks appear to be reflecting rosy future growth projections and many large cap index funds are seeing their returns driven primarily by the growth of stocks like Apple, Google, Facebook, Netflix, Tesla, Microsoft and Amazon. For any new investor, this frothy environment represents a difficult starting point for their portfolio. The good news is that if you have a long term time horizon, namely more than ten year and up to 50 years depending upon your current age, the stock market is still a great tool for you to help grow your savings. Distortions within indices tend to be temporary and over the long term the index will readjust to reflect the performance of the index asset class.

Investment Retirement Funding Insights Women
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5 Steps to Secure Your Future and Save: A Primer

The number one priority is to save as much as you possibly can. There are two ways to do this, one by increasing income the other by cutting expenses. Most people can't take on another job given their day job, but everyone can manage their expenses. Cut out extraneous expenses and live beneath your means. If you accustom yourself to living well without a lot of luxuries, you can save money and set yourself up to retire well and have some cushion for a few extravagances.

Retirement Funding Family Financial Planning
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Should I Retire Early: 9 Questions You Should Ask Yourself First

I am often asked by my younger clients and those in their mid-career stage (ages 50 - 60) whether or not they should consider retiring early. This is a great question to ask and unfortunately I don't have a straight answer for you. As with most things in life, the answer depends and it is a highly personal decision. In order to help clients assess their readiness for retirement, both financially and psychologically, here are some of the questions I like them to answer. While this list is not exhaustive, nor necessarily in order of importance, it will give you a good place to start on your path to deciding your retirement plans and will hopefully open up new areas for consideration and exploration. At the end of the day, the goal is to help you make the best retirement choices possible, for you, your spouse or partner, your family and your friends.

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