Resources / Blog

We read a thoughtful analysis about recent stock market volatility that helps explain why, although the market may be reacting to some recent news or event, we most often recommend that clients remain invested without making changes to their investments.

I recently spent 5 days in Key Largo with a group of financial planners who had gathered to attend a program called “Inward Bound”. The purpose was to explore aspects of ourselves – subconscious behaviors, transformative experiences, and life purpose – and to practice skills that will help our clients make good, well-grounded decisions.

Advances are made so quickly these days that it can be a struggle to keep up with what’s going on in technology. Those of us over 50 are just getting used to smart phones and learning to download “apps” while our children and grandchildren are texting at lightning speed. 20 years ago, we didn’t even have words like “netbook” and “paypal.” Now you can do all of your banking online, text message your kids from your phone and send out “tweets”! Before we’ve even mastered one type of technology it seems something newer arrives on the market. It is easy to see why some people, especially seniors, choose to just ignore it all.