Reflections Blog

What Happens When Stocks Go Down 25%

The stock market does not fall 25-30% very often. What has come next during similar periods in history?

Actions to Take in Falling Markets

You are stressed out, but there is a better mindset that can keep you from making any big mistake.

The 4 Biggest Money Mistakes We See

We all have financial blind spots. Here are four lessons learned from common money mistakes

4 Strategies to Help Preserve Gains from Your Company Stock

What if the source of your wealth creation became the biggest risk to your wealth preservation? Here are strategies to reduce risk and plan for ongoing success.

Jump-Start Your Financial Plan for 2022!

The pandemic experience has been disruptive, but it does give us a chance to reassess our priorities, including our finances.

Should You Do A 401(k) Rollover?

Should I roll over my old employer 401(k)? Pro’s and cons of each approach

Benefits of Diversification

How portfolio diversification can help reduce your risk

Why It’s Important to Rebalance Your Portfolio Each Year

Why you should rebalance your portfolio and how to do it correctly

What Does A Financial Advisor Really Do For You?

How you can spend less time worrying about your money and more time on what’s important to you and your family

What To Do During Market Volatility

Fear increases financial news viewership and sells advertisements, but it doesn’t need to run your portfolio

$1 Million Isn’t What it Used to Be

Don’t let inflation erode the value of your retirement portfolio with these simple strategies

What to Do in the Last Ten Years of Your Career

Four ways to get your retirement savings on track

The 4% Rule: Can You Get More From Your Retirement Portfolio?

The 4% Rule is a simple calculation to help you determine how to make sure your retirement savings last.

How Doctors Can Catch Up For Retirement

Bulk up your savings and catch up for retirement in a hurry.

Trade Wars: Is There Another Side to the Story?

What could the consensus be getting wrong when it comes to tariff concerns?

The Up Side of Down: Stock Market Declines & Annual Returns

Despite average intra-year drops of 14.2%, annual returns have been positive in 27 of 35 years.

Average Returns Aren’t Normal, Normal Returns are Extreme

An average return is in fact exceedingly rare.

Is it Time for an Advisor?

Three questions to help you find the right fit

Five Good Behaviors for a Sell-off

Now is the time to stay focused on your long term goals

Are you Risk Averse or Loss Averse?

Use our online tool to discover your personal appetite for risk, set investments accordingly and avoid the pain of loss aversion tightening its grip

A Picture Saves a Thousand Cents…And Counting

We know what falling oil prices mean for our wallet, but what do they mean for your portfolio?

Your Edge on Wall Street? Time is On Your Side

Trust your advisor, turn off CNBC. Wear patience on your sleeve. Your shareholders (you and your family) will thank you.

Diversification and Regression to the Mean: A Profitable Pair

Strengthen your investment portfolio by rebalancing each year. Take profits on recent winners and increase your opportunity to invest in next year’s bargains.