Entries by Matt Delaney
The State of the Economy and the Coronavirus
Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics. 1. At the beginning of 2020, the U.S. economy […]
Chess, Poker, Investing and Life
Doug Buchan with Buckingham Strategic Partners, 3/2/2020 Allan Rufus, in his book, “The Master’s Sacred Knowledge,” says, “Life is like a game of chess. To win you have to make a move. Knowing which move to make comes with insight and knowledge, and by learning the lessons that are accumulated along the way.” The phrase […]
Coronavirus and Recent Market Volatility
The novel coronavirus seems to be on everyone’s minds. As the number of infected people continues to grow, so might some of our anxiety about the spread and potential impact of the virus. While we don’t know how many people the virus will infect and the length of this viral cycle, we do know that […]
Educate Your Heirs
Connie Brezik with Buckingham Strategic Partners, 2/20/2020 One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include passing along your ethics and values. You may have become knowledgeable about finance, investments, income taxes and estate planning because you have been successful […]
Does Your Financial Plan Need Attention? Try This
The BAM ALLIANCE, 2/4/2020 Another spin on New Year’s resolutions? Now? Well, it turns out the topic is more appropriate than it initially might seem, given that most people have already abandoned the commitments they made to themselves when the calendar turned. One frequently cited figure is that some 80% of such promises to eat better, hit the gym, or write […]
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