Portfolio Management

A vibrant, multi-colored 3D pie chart is displayed atop a spread of diverse graphs and charts. The pie chart is segmented into several sections, each representing different data points, while the background showcases various bar graphs and line graphs.

When Financial "Rules of Thumb" Become Costly

Frank and Fiona Eff are a bright couple who saved diligently for their retirement years throughout their adult lives.  Each is 50 years old, their children have been raised and launched, and each loves their respective job at ABC Corporation. Frank and Fiona enjoy the challenges and connections of their work so much that they plan to stay at their careers another fifteen years before enjoying a retirement filled with family, travel, and giving back

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An artistic image of a tree with autumn leaves captures the dynamic essence of a short-term market. Taken from a low angle, the swirling motion blur effect creates a dizzying visual around the trunk, with the sky peeking through the vibrant branches.

Are You Experiencing Market-Induced Vertigo?

The short-term market we are seeing today reminds me of my job before I became a financial advisor. My previous profession was as a Navy pilot flying the F-14 Tomcat. One of the most uncomfortable feelings I ever had occurred while in-flight refueling on a very dark night over the ocean. By Steve Yeager, AIF®, MBA, Principal and Senior Financial Advisor Flying Blind If you want to know what a dark night over the ocean

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A chart titled "Annual returns and intra-year declines" illustrates the S&P 500 intra-year stock index declines and annual calendar year returns from 1980 to 2019. Red dots represent the largest intra-year declines, with noteworthy fluctuations, including periods like the Covid-19 financial market impact.

COVID-19 Financial Market Update

Volatility is the word when you consider the Covid-19 Financial Market. The coronavirus (COVID-19) scare is escalating and a logical question has moved to the forefront: Is this downswing different? Is coronavirus going to permanently bring down markets in a way those past crises could not? The historic litany of disease outbreaks, armed conflict flashpoints, political game-changers, and other alarms all generated fear of the unknown. However, the nature of markets allows them to still

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A close-up illustration depicts a green coronavirus particle with its distinctive protein spikes against a dark background. The virus appears spherical, showcasing multiple protruding spike proteins. Another coronavirus particle is seen in the blurred background, floating in the dark space.

Coronavirus, the Stock Market, and Your Portfolio

Coronavirus is a new type of disease spreading from person to person. Although it’s currently unknown how easily or sustainably this virus is moving between people. Investment markets recently experienced increased volatility, with positive and negative fluctuations often linked to the status of the Coronavirus outbreak. Stock market volatility increased after cases grew in Italy, Iran, and South Korea.  Investors have become concerned that the disease has spread many miles from its Wuhan, China origination

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