What are bonds?
Bonds are loans that investors make to governments, companies and other entities. When an investor buys a bond, they agree to lend...
top of page
Our Services
- Jul 18
- 1 min
LPL Financial Research Midyear Outlook 2023: The Path Toward Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of...
- Mar 27
- 1 min
Please Welcome Ryan Hunt, MBA to the PWM Team
Ryan is looking forward to meeting you and delivering on our mission of helping our amazing clients plan with purpose for a life well lived.
- Feb 6
- 2 min
The Camino de Santiago: A Journey of a Lifetime.
The Camino de Santiago is a centuries-old pilgrimage route that stretches across Europe, ending at the Cathedral of Santiago de...
- Jan 4
- 2 min
Optimism and Hope for the New Year
As 2022 ended, many people shared what they anticipated in the new year. From a World Cup record to peak China, here are a few of the...
- Dec 15, 2022
- 1 min
LPL Financial Research Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no...
- Oct 18, 2022
- 2 min
Food for thought...
When markets are volatile, it is difficult to be an investor. Headlines shout about losses. Quarterly statements show a significant drop...
- Oct 5, 2022
- 2 min
The Weekly Wrap-Up.
It was a tumultuous week. In the United States, Hurricane Ian pummeled Florida and South Carolina. Analysts estimate the destruction in...
- Sep 27, 2022
- 2 min
Yeet! They added pumpkin spice.
You may be more familiar with some of the new words Merriam Webster added to its dictionary than others. Earlier this month, 370 words...
- Sep 13, 2022
- 3 min
Talk to Your Family About Estate Planning
Communication is Key in Estate Planning Not communicating your estate plan is like not having an estate plan at all. It’s key to...
- Sep 7, 2022
- 1 min
Back to school.
Across the country, school supplies have been purchased and many children have returned to the classroom to start a new school year. The...
- Aug 15, 2022
- 1 min
The Tipping Point and The Talking Point
Jim and I recently attended LPL Financial’s Focus 2022 annual conference, the largest national educational conference hosted by LPL. This...
- Aug 2, 2022
- 2 min
Company sales and profits were up in the second quarter.
A perceived dovish tilt at the Fed wasn’t the only reason stocks rallied last week. It’s earnings season – that wonderful time when...
- Jul 21, 2022
- 2 min
What's the difference between market volatility and risk?
Smooth sailing isn’t a term anyone would use to describe 2022. So far, it has been a remarkably volatile year. On more than half of the...
- Jul 12, 2022
- 2 min
Thinking about retiring outside the US?
There are lots of amazing places to retire in the United States but retiring elsewhere can be an attractive alternative. Some countries...
- May 24, 2022
- 2 min
About loss aversion, bear markets and recessions...
Here’s something to remember during volatile markets when the desire to sell may be strong: Our brains are hard-wired to avoid loss....
- May 17, 2022
- 2 min
Here's the most important question: Do you think the stock market will recover?
The editors of Business Week once thought the answer was a resounding, “No.” On August 13, 1979, the cover of the magazine declared: The...
- May 16, 2022
- 1 min
The Federal Reserve Raised Interest Rates - What's next?
Few investors should have been surprised when the Federal Reserve raised interest rates after its May meeting. Throughout April, Fed...
- May 10, 2022
- 1 min
Are you living the American Dream?
In a late March survey, conducted by an accounting technology firm, small business owners were asked if they were living the American...
- May 9, 2022
- 1 min
"Be fearful when others are greedy and greedy when others are fearful"
"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett. It's a great...
bottom of page