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We publish a monthly newsletter, Paige's Ponderings, that is sent out directly to our clients. Recent editions can be accessed using these links:
Every quarter we analyze current market trends and consider broad financial topics. Our aim is to provide approachable content that is relevant to all of our clients.
What should you do with your home as you age? Over 75% of American’s wish to stay in their home as they age. How do you plan to stay connected? What will happen to your social circle once you can no longer drive? Technology can bridge some of the gaps, but it's still worthwhile to consider what life will look like as the years tick by.
In our modern world, there are plenty of “Big Bad Wolves” out to scam people out of their hard-earned and saved money. Especially senior citizens as they struggle more with cognitive issues. There is now a whole dark infrastructure of schemes to fool people in the early stages of dementia into parting with their money.
Financial markets have certainly recovered from the doom, gloom, and uncertainty of last March. What have we learned in the past year that we can take into the future? History has shown it is time in the market – not trying to time the market that leads to successful outcomes. Slow and steady keeps us all on track.
2020 illustrated the folly of trying to predict the future. At the beginning of the year, who could have forecast that a massive global pandemic would engulf every aspect of our lives, especially in the U.S.--the wealthiest country in the world. Despite a significant part of the global economy shut down, the US equity markets hit new highs.
It is often difficult to have your cash and bonds ‘sit’ on the sidelines not earning much interest. However, cash and bonds have many roles in an investment portfolio. Overall, it is important to keep in perspective your individual situation and what your goals are and then to consider the role of cash and bonds for your portfolio.
There is a lot happening now that is different and unusual, and it has upended many lives. For most of us our daily routines have been disrupted and we are settling into some new ones. Underneath all of this is a question of our responsibility to others.