Last month I wrote a blog post about Brian Portnoy's book, The Geometry of Wealth. I got so much out of the book that today I want to dive in a little deeper to some of the topics he discusses.
The overall focus of the book is how to use your wealth to underwrite a meaningful life.
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Let's talk about your financial behavior and why it matters. When I work with clients, we focus on what you can control vs. what you can't control. You can't control what the markets will do this month, this year, or even tomorrow! Here's what you can control:
Read MoreThe stock market is now in its 9th year of a bull run that started in March of 2009. Despite recent volatility, the S&P 500 is up over 13% in the last 12 months. Annualized returns over that time period are over 10% per year.
Read MoreHere's the thing about being a financial planner -- most people don't really understand what it is I do. Some think I’m a simply give financial advice. Some think I just invest people's money. Some people think I’m a retirement or college funding specialist. The truth is, I do ALL of those things.
Read MoreVOLATILITY RETURNS WITH A VENGEANCE
After 15 straight months of record-breaking calm in the markets, we are finally seeing the return of volatility. To be clear, volatility is the norm for the stock market, not the exception. On average, the US stock market declines at least 10% roughly once a year -- and it lasts on average less than 100 days. A 10% drop is called a correction, and they are a healthy (if unpleasant) part of investing in the stock market.
There are plenty of reasons that corrections aren't as scary as you think. Here are a few ways to think about stock market sell-offs and volatility.
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