Category

Financial Planning
Forefront‘s Monday Market Update Inflation, the economy, and recession. Simplified. The month of January comes to an end today, and for investors, January has been down right scary! We ended on a high note last week, but that doesn’t change the fact that major indexes are 10-15% lower than their November highs. Like I try...
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Forefront’s Monday Market Update So, who’s buying right now? The S&P500 is up about 740% since the March of 2009 bottom, making this the longest, and one of the most prosperous bull markets in history. This period of time will be taught about in our children’s college economics class. Since 2009 though, we have seen...
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Forefront’s Monday Market Update Disney World and Engineered Serendipity Well, the time has come ladies and gentlemen. The time that all parents inevitably face, a time of great sorrow for your wallet. It is time for me to take my children to Disney World. I have been dreading this trip, because the cost is pretty...
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Forefront’s Monday Market Update Top 4 questions for 2022 As many of us finish taking down our Holiday decorations, and begin our push through the short, but cold days of winter I can’t help but notice that I am being asked the same few questions by an awful lot of my clients, and prospective clients....
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Forefront’s Monday Market Update What did 2021 teach us? Every year between Christmas and New Years I go through an exercise of reflecting back on the previous 12 months and pulling lessons I have learned and putting them into a notebook. I look at this notebook daily and try and remind myself of all of...
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Forefront’s Monday Market Update HAPPY HOLIDAYS When you have an 8 and 7 year old, the holiday season brings with it the same love and joy as it does for everyone, along with an incredible feeling of panic. The feeling of shooting up in bed at 3AM in a panic because you forgot to move...
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Forefront’s Monday Market Update 9/11 and inflation Everyone I know will forever remember exactly where they were on the morning of September 11th, 2001. I remember what I was wearing that day, and even what I ate for breakfast oddly enough. A terrorist attack that would shape the lives of my generation, and every generation...
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Forefront’s Monday Market Update The tail that wags the dog If the chart for the past couple of weeks were a rollercoaster track, all of our stomachs would be churning from the steep drops. If you compare that chart to other draw downs in the overall market you will realize that instead of riding Space...
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Forefront’s Monday Market Update Your portfolio doesn’t matter, your plan does Portfolio management is now free. The likes of Vanguard, Schwab, BlackRock, and Robo-advisors have gone the final mile and the race to the bottom is over. Individual investors can go online to any of these varying company’s websites, and find completely free model portfolios....
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Forefront’s Monday Market Update HAPPY THANKSGIVING As most people sit down during this time of the year and reflect on what they are thankful for, this is an exercise I do with my children on a weekly basis. We are thankful for first responders, teachers, nurses, and doctors who help to educate us, heal us,...
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