Category

Financial Planning
Forefront‘s Monday Market Update Money doesn’t buy happiness I had a conversation with a younger client of mine this past week, and I could tell he wanted to ask me something, but was kind of skirting around the question. We went over his savings plan, cash flow planning, and budget. When we started going over...
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Forefront‘s Monday Market Update Incentive matters The simple model for incentives is a feeling all of us know well. Do something good, get something good. It seems straight forward, but often times, especially when it comes to financial planning and money management, the simple model of incentive that we all know so well leads to...
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Forefront’s Monday Market Update How to pick stocks I had a conversation with someone this weekend that centered around the value of engaging a CFP® for financial guidance if that CFP® doesn’t out perform the broad markets. Their feeling is that without beating the index, there is no value. He mentioned his own investing methodology...
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Forefront’s Monday Market Update The Misplaced 401K Right now, an estimated 65% of Americans are looking for a new job, which makes sense as those who can see the opportunity in front of them are taking advantage of a labor shortage to show just how valuable they are, and to find a company and job...
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Forefront’s Monday Market Update Disposition Effect Why do individual investors hold losing stocks for far too long, and sell winning stocks way to early? Avoiding regret, and seeking pride affects people’s behaviors, especially when it comes to investing, and it’s been dubbed the “disposition effect.” The idea that people dislike incurring losses more than they...
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Forefront’s Monday Market Update How to lose 20 billion dollars Have you ever been in credit card debt or any sort of debt for that matter? The feeling of it is awful, to the point of being almost crippling. Now, this isn’t to say that credit cards don’t serve a good function, and if used...
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Forefront’s Monday Market Update Finding value and assessing risk My son, AJ, and I were having a catch this weekend when the ball rolled under one of our boxwood bushes. I hate those bushes, but at least the deer don’t eat them. I digress. He didn’t want to stick his hand underneath for fear of...
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Forefront’s Monday Market Update A big week for earnings…. And your portfolio? Did anyone else have déjà vu last week? On Monday the headlines were all about the Delta variant of Covid-19 and markets plummeted. It was similar to last February when we would routinely see 1000-point drops in the Dow. How quickly we all...
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Forefront’s Monday Market Update 2021 most popular word? Transitory I had dinner with my parents this weekend, and my father was telling me about the cost of their rental car on a vacation they are taking in a few weeks. He kept telling me how the current state of inflation reminds him of the dark...
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Forefront’s Monday Market Update Will the great be good enough? As the week kicks off, so does Q2 earnings season with the big banks dominating the next few days. The consensus from analysts – this one is going to be a doozy. Earnings are generally compared from the same time last year, and the same...
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