Category

Financial Planning
Forefront’s Monday Market Update Understanding the jargon One of the biggest challenges we all face when trying to become more engaged with our finances, and what is going on around us that can impact them is the fear of confusion. The jargon and lingo that we hear thrown around is often times confusing, and many...
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Forefront’s Monday Market Update Zoom Out I love writing the Forefront Market Update each week, and I generally try and make it informative, educational, and entertaining without trying to tap into the emotions of anger, outrage, or fear the way our “news” industry is currently structured. What I have realized though, is that as we...
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Forefront’s Monday Market Update Key drivers behind global supply chain crisis I heard a talking head on television over the weekend say that the current supply chain crisis is actually a coordinated event, created by the leaders of the most powerful countries in the world. Joe Biden leads this delegation of world leaders to slow...
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Forefront’s Monday Market Update The world is working against you, and so is your brain Over the past couple of weeks, we have been privy to an inside look at Facebook, thanks to whistleblower and former employee Frances Haugen’s very clear and detailed testimony. She spoke with conviction, and specificity, bringing along with her receipts...
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Forefront’s Monday Market Update Chinese Energy Crisis Around May of 2021 reports began to surface out of China. They had begun to experience energy disruptions at warehouses and manufacturing facilities. The biggest impact to the global economy was in the South China region of Guangdong, which is a major manufacturing province in China. The crisis...
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Forefront‘s Monday Market Update Volatility and risk are not the same thing When I ask someone to give me a definition of risk, the answer is inevitably some variation of the same thing. The possibility that something bad can happen. This isn’t correct, and I will show you why. When it comes to investing, we...
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Forefront‘s Monday Market Update Why is the market down? Time to panic? Growing up I made frequent trips to India with my parents to visit family. When I was very young, I can still remember my grandmother reading me the story “Chicken Little,” and although it was never my favorite book, it would make my...
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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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