by msfinancialresources | Jun 28, 2022 | Financial
With the S&P 500 Index down over 20% Year-to-Date, we are officially in what investors call a “bear market.” How long will it last? No one knows, but there sure are a LOT of opinions out there! A look at history tells us that the median bear market is 8...
by msfinancialresources | May 7, 2022 | Financial
Last year, we saw the US consumer blow through over $5 trillion in excess savings as the stimulus plan was underway. In normal times, this would trigger inflation to surge. Add in a massive supply chain breakdown (one that is still going on today) and you...
by msfinancialresources | Mar 7, 2022 | Financial
A couple of years ago, a client of mine recommended a book, “The Psychology of Money.” It is written by a former Motley Fool writer, Morgan Housel. Its content is far more interesting and palatable than the title may suggest. It has sold over 1 million...
by msfinancialresources | Jan 1, 2022 | Uncategorized
Upcoming Event: If you are a Schwab client with our firm, then you should have received an event calendar outlining the events we will have this year. Trying to ensure everyone’s comfort and safety during this time, we are limiting the number of guests that can...
by msfinancialresources | Dec 22, 2021 | Financial
I was at a Holiday Party earlier this month and someone (who’s not in the financial industry) mentioned buying I-bonds to me. It caught me off guard and I had all sorts of questions coming to mind. Admittedly, I-bonds haven’t been on my radar and when I asked 5 or 6...
