Happy Easter! I hope you had a good holiday with your family. We did. Alli, my oldest, is in Wyoming playing soccer, recently hurt her Achilles tendon and was able to fly home for the weekend, so we had a nice family get-together with everyone home. Tyler, my middle child is a senior who ...Read More
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2022 ALL markets were down. The US Market was up down 5.28 while the International Developed Market was down 4.81% and the Emerging Market was down a whopping 6.97%, thanks to the ...Read More
“Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves.” –Peter Lynch Legendary manager of the Fidelity Magellan Fund
Happy New Year! I hope your holidays were filled with love and laughter. As we close out 2021, I ...Read More
The year 2021 was an interesting one across the globe. Some markets started up and ended up down, some markets started slow and took off towards the end of the year. Over the past year, most equity markets are were up. US market was up 25.66%, International Developed 12.62%, Global Real Estate 31.38% and Emerging is down 2.54%. ...Read More
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2021 most markets were up. The US Market was up9.28% while the International Developed Market was up 3.14% and the Emerging Market was down a whopping 1.31%%. Global Real Estate was ...Read More
In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for some great updates. ...Read More
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 3 of 2021 each equity market was DOWN. The US Market was down just 0.10% while the International Developed Market was down 0.66% and the Emerging Market was down a whopping 8.09%. Global Real ...Read More
Government Shutdown - Will My Portfolio Go Down?
You may have asked your advisor this question, googled this question, or just plain wondered “will my portfolio go down if the government shuts down?” The answer to this question is, probably not. This does not mean that you should not concern yourself with your current risk allocation, because the market may go down, but likely not due to a Government Shutdown.
There have been five Government Shutdowns since 1990. None of ...Read More
Last month I broke a simple financial rule I follow regarding warranties and insurance. The purpose of any Insurance or warranties is to transfer catastrophic risk that you can not afford to bear.
If you follow rule 1 of our financial planning system, you will set aside an emergency fund equal to about 3 months of your monthly expenses (in more volatile income jobs like sales this might be 6 months to 12 months), but no matter your job the 1st bucket to ...Read More
How to Save Taxes as a Business Owner With Kids
Many Business owners today are looking for ways to save on taxes but didn't know that they can pay their kids at a lower tax rate for work the kids do around the office. This strategy is one that has been around for a long time, but doesn't get talked about as often as it should be. It's been around for a long time, long enough that my wife used to help clean her dad's office back in the 1990's.
Let me take some time to explain ...Read More