What is the Fed Doing?
In the past few weeks, we have continued to face elevated volatility in the financial markets due to higher inflation and rising interest rates. Is the Fed actively trying to crash the stock market, housing market, and push the economy into a recession? In the post...
The Cost of Admission
I love this quote from Morgan Housel: “Volatility is the cost of admission to market returns.” In simple terms: large declines are the price of admission for long term investors. You have to experience some downside to earn your upside. You can’t have long term gains...
One Big Mistake When Planning For Retirement
When planning for your financial future assumptions are one of the most critical factors in the process. Making poor assumptions can be the reason you miss out on retiring early or run out of money. Here are some common assumptions that your advisor needs to review...
Average American Net Worth: How Does Yours Compare?
Your net worth is a good measure of your overall financial stability, since it takes into account all your assets and liabilities. It’s not uncommon to want to measure our financial situation with others who are in a similar age range. So how is wealth shaping up...
The Broken Clock
Last weekend the author of Rich Dad, Poor Dad, Robot Kiyosaki, predicted that a crash is coming. With 2 million followers, his tweet gained attention quickly from concerned investors all over the world. Unfortunately, this is not the first time he has predicted a...
Charts of the Week
Did the Market Bottom?U.S. stocks recovered half of the bear market losses. They have never moved back to new lows after this happened. In fact, a year later, stocks have been higher every time and up 19.3% on average. Repeat of 1970?U.S. stocks experienced the worst...
What You Need to Know Before Investing
You’ve probably heard that it’s a good idea to invest for the long term but why is that the case? Below we’ll look into the history of the stock market and what you should know before investing. There Are Always Reasons to SellThe first thing to know about stocks is...
15 Free Items To Get on Your Birthday
On your birthday plenty of businesses will give you free stuff. Here are some companies that offer items at no cost. For many you’ll have to sign up for their free rewards program or email list. Krispy Kreme – Free original glazed dozen Jersey Mikes – Free regular sub...
Five Chart Friday
What’s Next for Stocks?The S&P 500 index gained 9.1% in July. The rally was fueled by better than expected earnings from some of America’s biggest companies. The majority of S&P reported Q2 earnings so far, well over half of companies have beaten their...
Money Moves to Make During a Bear Market
In this post, we’ll take a look at some strategies investors may want to consider during market downturns. Roth ConversionA Roth conversion is a great way to transfer money from a traditional taxable IRA to a tax-free Roth IRA. When the market is at all-time highs,...
Plan to Rise Above®
Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.
