All tagged Fee-Only Financial Advisor
Markets rallied in relief on some better-than-expected data on Friday.1 It was a bright spot in what has seemed like a relentless parade of bad news.
But the Dow, S&P 500, and Nasdaq still all closed out the week with losses.1
Is this the bottom of the bear market?
Maybe. Or maybe we’re somewhere in the middle with the loop-the-loops.
We were featured and interviewed for The Wall Street Journal in an article entitled:
Here’s the link to the article: https://www.wsj.com/articles/bitcoin-in-your-401-k-is-that-a-good-idea-11651291205
Bull Market and Bear Market Quiz!
For a bear market to begin, do stock prices have to fall by 10%, 15%, or 20% from a recent high?
Do you know the answer off the top of your head?
If you said 20%, you’re right!
Good news! We’re giving more to charity than ever before.[1] One reason is that giving feels good. It gives us a warm glow that can inspire us to keep giving.[2]
That’s probably why charitable contributions have increased by 5% over the past few years1—and experts expect this trend to continue.[3]
That’s promising, but it could be even better.
That’s because about 2 out of 3 people say they want to give more, but they aren’t. Why?
Because they don’t have a giving strategy—and they don’t know what the impact of their giving will be.[4]
In this month’s AquilaWealth Visual Insights Newsletter, we explore the concept of strategic giving and its essential role in maximizing the impact of philanthropy. Click here to see it!
While market volatility can be nerve-racking for investors, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful. By adhering to a well-thoughtout investment plan, ideally agreed upon in advance of periods of volatility, investors may be better able to remain calm during periods of short-term uncertainty.
