2020 was a year of unexpected changes, and that was reflected in the markets and economy. All things considered, the year ended on a relatively high note. But with more uncertainty in the year ahead, it will be another year to watch as the months go by. Here’s a look back at the 2020 economy, […]
What 2020 Index Performance Means for 2021
2020 taught us the importance of building a portfolio that’s prepared for any storm. But you don’t need a crystal ball to create a resilient portfolio; balance and patience are extremely effective on their own. Here’s a look back at index performance for the past year – and what could come in 2021: 2020 index […]
Take Stock of Your 2020 Finances
Whenever we come to the end of the year, I always recommend looking back at your finances to see what areas are in good shape, where you may have come up short, and what you want to do differently next year. This review is especially important for your 2020 finances. If you still have them, […]
2020 Q3 Economic Review
2020 has been a doozy of a year, and it’s not done yet: we still have the rest of Q4 and a presidential election to get through, so there are certainly more ups and downs to come. After a rocky first half of the year, many indicators show that the economy is in recovery mode…but […]
What 2020 Has Taught Us About Money
We are halfway through 2020, and it’s safe to say this year hasn’t turned out like anyone expected. The global pandemic has thrown us into situations we’ve never experienced before, and derailed plans we thought were certain. But it has also taught us a lot about being prepared for anything, and how to adapt quickly […]