Market Update 2024

Market Update Q1 2024

Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in…

Market Update Q4 2023

Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest How different areas of the market looked in 2023 vs…

Are you an above-average investor?

Are You an Above-Average Investor?

Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving, as a number of studies show people rate themselves as…

Stock and Bond Market Update for the Third Quarter 2023

Market Update Q3 2023

Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always a reason to worry Should you invest less in stocks…

Market Update Q2 2023

Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some  lessons to take from it. Click on the video below to watch our 2nd quarter 2023 market update. We…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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