January 2021 Market Commentary

Despite a wrenching year of political, pandemic, and economic upheaval the stock market (S&P 500) returned +18.4% in 2020. This is nearly double its long-term 15-year average of +9.6%.  Indexes like the S&P 500 are size-weighted meaning much of the performance is driven by the largest names. This year the ten largest names returned 34%…

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What is Financial Planning?

Looking back at last week’s post, I received several reactions to the key takeaway of “craft a plan of action that you are comfortable with and gives you confidence to arrive at your financial milestones prepared, ready, and excited.”  The most interesting was an inquiry from a friend of mine – could I explain what…

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Endurance Sports & Financial Planning

It’s resolution season and social media timelines are flooded with articles about self-improvement and the value of goal setting for 2021. One article that caught my eye today compared planning for retirement (a common resolution) with preparing for endurance races like marathons & triathlons (a personal passion). The article was filled with several thought-provoking metaphors,…

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