Planning for Change in the Market

Planning for Change in the Market

After what seemed like the longest winter ever, spring has finally arrived here in the Midwest. Temperatures are pleasant, the days are longer, grass is green again and baseball games are in full swing. It wasn’t long ago that it felt like winter would never end, but that feeling is quickly becoming a distant memory. [...]
The Importance of Portfolio Monitoring

The Importance of Portfolio Monitoring

A fire pit and portfolio monitoring. I recently completed a backyard renovation project of building a fire pit and seating area where an old tree stump had been. I wanted to have rocking chairs around the fire pit, so I decided to use stone pavers for six designated spaces. After clearing and prepping the ground, [...]
Return on Investment and Expectations

Return on Investment and Expectations

The Uncommon Average The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations for a return on investment, it’s helpful to see the range of outcomes experienced by investors [...]