Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Hope Has a Great Track Record
2020 has been off to a rough start, to say the least. The COVID-19 pandemic is wreaking havoc globally. Anytime uncertainty exists, stock markets tend to get extremely skittish, and understandably so. But.... Humanity tends to recover....
Read MoreCan Returns Help Predict Future Results? (Some rough math)
If you have ever tried to select your investments in a retirement plan, you probably have seen a list of available funds. It's a universal list, showing each fund, its category, and then performance results for the past 1 year, 3 years...
Read MoreWinter Update 2020
2019: Strong markets, unsettling headlines, and very nearly irrelevant 2019 started strong, coming off 2018's fourth quarter bear market and continued most of the year, with only a small pullback of stock markets in May. Even U.S. bond...
Read More6 Questions to Help You Evaluate any Financial Strategy
Does it increase my probability of achieving my financial goals? Does it reduce risk? Does it reduce expenses? Does it reduce taxes now and/or in the long run?
Read MoreSummer Economic Commentary
Same Stuff, Different Day Since our last update, the headlines remain the same--fears, growth and uncertainty. First and foremost is the continuing trade war with China. We thought that more clarity would emerge over the last three...
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4 Laws of Personal Financial Planning Success
The 4 Laws of Financial Planning Success Teamwork: None of us is an expert at everything. More importantly, we often don't know what we don't know. Use experts and specialists to maximize your efforts and results. Focus on...
Read MoreKey Concepts: Working with a Financial Advisor
Get Healthy. Stay Healthy. Working with your finances is a lot like working with your health. You do what you can to stay healthy. Minimize the risks with good habits and specific behaviors. If you get injured or sick, you do what you...
Read MoreDan Stecich interviewed on BNN 3/13/2018 on Inflation & Rates
Tame U.S. inflation greeted by rising share prices The latest report on U.S. inflation offered no surprises and that's being greeted by rising share prices in the equity markets. Canada's BNN talks inflation, rate expectations and the...
Read MoreTime to increase the risk of my portfolio?
We constantly tell people, "We don't time the markets." Nobody can do that with any consistency. Nobody. It's usually luck when someone gets it right. It is far more important to keep your diversified portfolio within your risk budget...
Read MoreThree (or 22) Key Questions You Should Ask Your Advisor
What you SHOULD be asking your advisors (and what they should be answering for you). If you think your financial advisor's primary job is to deliver market returns PLUS something consistently for the rest of your life, you're kidding...
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