Market Updates
From Our President
What’s it Take to be the Top 1%?
Confession time, I have always been a sucker for statistics. Especially ones that are finance related, as it is a guilty pleasure being a financial planner I suppose. Recently Bloomberg (yes, the same guy who recently ran in the presidential primary) posted an article talking about what it takes to be in the top 1% of earners in America and the world. The findings were extremely interesting to me so figured why not share them with all you wonderful people.
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Coronavirus: The Latest Market Scare
The irony is that just last week I put out a blog on what war does to the markets. When I wrote it, concerns about Iran were elevated. When it posted a few weeks later, it almost felt like dated news. Today no one’s talking about a potential war, rather we have a new headline soaking up our news bandwidth—the Coronavirus.
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How War Affects Stock Markets
Over the past month, there’s been some increased risk of an actual war taking place with Iran. I’m not going to opine on the likelihood of that happening or not, but I do think understanding what this could mean for your portfolios is a warranted case study.
READ MORE...If you’re Happy and you know it Clap your Hands!
If you’ve spoken to me or read my blogs over the past year, you’ve likely noticed a trend. I talk a lot about fulfillment. It’s been my obsession lately, both personally and in my client coaching. The point is to understand what makes us truly happy.
READ MORE...Bonus Blog Part 3: The Impractical/Irrational Spends
I’d like to discuss the impractical, or the irrational, spends as the last leg. I’ll tread somewhat carefully here, as it’s your money and you can do with it as you choose. But I certainly see plenty of situations where people aren’t getting the most bang for their buck.
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Bonus Blog Part 2: The Fulfillment or Happiness Spend
I’d like to focus on part two of my three-part series on bonus dollars. Depending on your financial situation, and bonus amount, there may not be much leftover for the happiness or fulfillment categories. While financial security is important, so is fulfillment. Therefore, with those remaining dollars, let’s talk about ways I’ve seen individuals spend their bonus to increase their happiness.
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4th Quarter 2019 Market Commentary Video
Diversified CIO Mike Horwath provides insight into the 4th quarter 2019 market commentary in this informational video.
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