A presentation with WJ Advisors focusing on investing in 2022 including The Federal Reserve, inflation, low-interest rates, and the Economic War on Russia. Click Here to Watch on  YouTube... READ MORE

Brandon wrote a great blog post last week regarding when someone should invest. Click Here for his post. As a follow-up to that post, Visual Capitalist recently published an article that continues with that theme. It discusses buying the dip, the rise or following a plan. I’ll cut to the chase, follow a plan. Here’s the Visual Capitalist article:... READ MORE

Not too long ago, a client came to me with an interesting idea for a blog. The client asked (paraphrasing), “how does WHEN I get started as an investor in stocks, affect my experience as an investor?” We intuitively know it has some effect. Today’s younger investors (which I can count myself a part of) who started investing after the 2008 recession only know a stock market that goes up.... READ MORE

We are often asked, “How am I doing compared to others?” I get the sense that people do not ask this question hoping to be better off than others or in “Keeping up with the Joneses.” I genuinely think it comes from a true lack of understanding or confirmation as to where they are financially, which is why they have hired us in the first place. It is like a ship at sea that does not have a... READ MORE

Clients often tell us the stock market makes no sense to them. How can the value of a company fluctuate 10% in a day? How can an entire stock market index, representing hundreds of stocks, move on average 1% per day? Clients view this type of volatility as something more akin to a huge casino rather than a rational, efficient capital allocation mechanism. You know what? They are partially right.... READ MORE

I ran across an interesting article last week written by Larry Swedroe. Mr. Swedroe is a prolific writer having written eight books and numerous articles explaining, in layman's terms, how to be a successful investor. The article is titled, "The Importance of Diversification in Achieving Long-Term Goals." The beginning of the article describes a hypothetical investor who inherited $1 million in... READ MORE