by Joe Clark | Jun 4, 2020 | Blog, Investments, Life Happens
There are things in your life that are permanent and others that change over time. Benjamin Franklin argued that “Some people die at 25 and aren’t buried until 75.” Meaning they are just waiting for their body to catch up. He argued that we establish beliefs early in...
by Joe Clark | May 29, 2020 | Life Happens
Emergency funds are undervalued until they are not. The pandemic sheds the financial spotlight on people prepared and not. In all fairness, there is a difference between being prepared for income interruption or an unexpected expense and having an entire economy...
by Joe Clark | May 22, 2020 | Investments
Transparency should be an objective for every investment account. Knowing what you own and what fees and expenses you are paying is a critical part of portfolio management. Developing a diversified portfolio is difficult when you don’t know or understand what...
by Joe Clark | May 14, 2020 | Investments, Life Happens, Your Life After Work
“New York City was not prepared for the destruction that occurred September 11th, 2001.” Mayor Giuliani surprised our audience at the World Business Forum with those seemingly harsh words. The recovery in New York was nothing short of spectacularly inspiring. The city...
by Joe Clark | May 6, 2020 | Investments
The opposite of tranquility is volatility. People are not alarmed when equity markets are volatile to the upside. When the markets turn south, however, investors flee from their serenity. The key to understanding volatility is understanding it is both the upside and...
