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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.
The pandemic has forced many of us to reevaluate priorities – in other words, how we spend our time and money. How are you spending your time? Has it changed at all? What are your pain points? How could you make things easier for yourself and/or your family? Can you outsource something that you don’t like to do so that you have more time to be with friends, family, or travel? After all, the goal is to have prosperous, happy, and fulfilling lives.
There is no question that market downturns are unsettling, however the timing of them is impossible to predict. It is a question of when and not if a market correction or downdraft will occur. The data underscore our conviction that the challenge to successful long-term investing has to include temperament and discipline. We can't predict but we can plan.
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.