On March 11th, 2020, the Dow Jones Industrial Average entered bear market territory for the first time in 11 years, followed by the S&P 500 and the Nasdaq the next day. A bear market is defined as a sustained period of downward trending stock … [Read more...]
5 ways to stay on track financially this year
This column was published in the Knoxville News Sentinel on Sunday, Jan. 20, 2019. A new year allows us to start fresh and think about new things – new resolutions, new habits, new goals and new opportunities for growth. Last year wasn’t … [Read more...]
What kind of bias do you apply to your finances?
This column was first published in the Knoxville News Sentinel on December 12, 2018 We all fall into traps that have the potential to take us off track of achieving our financial goals. Some of us are more conservative with our money than we can … [Read more...]
Financial Insights, Reflections on 2018
This article originally appeared in the Knoxville News Sentinel's business column on November 18, 2018. As this year is drawing to an end, here are a few random thoughts related to the markets. October was one of the worst months for stocks … [Read more...]
Try these tips for analyzing your investment needs
This article originally appeared in the Knoxville News Sentinel's business column on October 21, 2018. The market has recently had the long-awaited “hiccup.” I happened to be at an investment conference when the market was off 1,300 points over two … [Read more...]
Importance of a Will
This article originally appeared in the Knoxville News Sentinel's business column on September 30, 2018. Alright everybody, let’s get around to it. There are all these items on our to-do lists that we keep putting off. Cleaning out the closet, … [Read more...]
Risk Tolerance: Defining Your Limits
This article originally appeared in the Knoxville News Sentinel's business column on August 19, 2018. The sky is falling, the sky is falling. Sell, sky! We’re all waiting for the next stock market correction. I received another email this … [Read more...]
Succession planning, an unexpected side effect
Through this column I try to help the reader address challenges they may be facing by asking myself, “What would I want if I were in their shoes?” Then, I share the insights I’ve learned in my career. Over the years, I’ve seen how the cloud … [Read more...]
Setting goals for a new year that you can reach
Your Turn What are your goals for 2018? When setting your goals for the new year, it’s important to focus on a few things. Make sure your goals are yours. Whether it is decluttering your workspace, reducing debt or losing weight, your … [Read more...]
It’s Time to Look at Year-end Planning
As the year draws to a close, we begin to think about taxes and planning for the upcoming year. There’s no telling what the tax rules will be for 2018, but we might as well take control of what we can — our own spending and planning. Stay … [Read more...]
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