As a financial advisor, many commonly believe I deal with technical or mathematical issues around financial planning, investing, and taxes. While that is true, dealing with the emotional matters that surround money is often just as important as and, in … Continue reading
Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? Or good news is reported and stocks sell-off?
If you said yes, you’re certainly not alone… Continue reading
The combined market capitalization of the five largest stocks by market capitalization — Microsoft, Apple, Google, Amazon, and Facebook — reached 20% of the S&P 500 in 2020. This level of concentration has not been seen since the Technology Bubble in the late 1990s.
Yet, these businesses have proved so successful that there is no way to repeat what they have done. Continue reading