A bear market is defined as a 20% drop from recent market highs. Thus, if your $1 million portfolio declined to $800,000, this would be a bear market. Technical definitions aside, most people would say that any drop in their portfolio isn’t fun. Those who have worked...
Over the past year since my book release, I’ve had the good fortune to cross paths with skilled individuals who are effecting change in our industry. The focus on the non-financial side of retirement, starting to take root. I’m humbled to be in the leading edge of...
September 14th, 2022. The day came and went without much fanfare. A morning bike ride. Hugs and kisses as I sent the kids off to school. Coffee with a friend. A meeting or 2 with a client. A haircut. Yet, that day was so much more. My heart, full yet heavy. ...
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