6 Reasons to Hold on in a Bear Market

6 Reasons to Hold on in a Bear Market

What is a Bear Market? The U.S. Market (S&P 500) is down about 20% from its high in September 2018. The government has a partial shutdown, there is trade uncertainty, the Fed increased interest rates, there is a tight labor market, and slowing earnings growth....

Financial Advisor Jokes

I’m not saying my financial adviser is bad at his job……but when I went into her office and asked her to check my balance, he tried to push me over What’s another name for long-term investment?A failed short-term investment. The market is weird. Every time one guy...

We Visit Clients Anywhere

We recognize that we attract a very special client – so we are committing to travel to visit our clients.  We are fee only financial planners (fiduciaries) who specialize in Socially Responsible Investing.  We have  attracted clients from all over the...