by Kay Dee Cole | Jul 6, 2022 | Investing, News
Media reports that the first half of 2022 was the worst start to a year for the stock market in over 50 years. And it was the worst start to the bond market ever. We are currently in a bear market. Markets are not something to be feared, just understood. Here are...
by Kay Dee Cole | Apr 13, 2022 | Financial Planning, News
Years ago, my mother and I dealt with an unenviable (yet not uncommon) situation: my father was dying from Alzheimer’s. It’s an enormous weight to know that you will lose someone you love – the feelings are indescribable. Including the all-encompassing grief that you...
by Kay Dee Cole | May 19, 2021 | Investing, News
First Quarter 2021 Investment Commentary Keeping a balanced approach is always wise – that’s why looking to the past and the future are equally important in financial planning. Here are our comments for the first quarter of 2021, including concerns and positive...
by Kim Hall | May 20, 2020 | Decision Making, Investing, News, Retirement, risk
Our Brains, Mind Games and Investing Hosted by Kay Dee Cole, CFP®, RLP®, CeFT® and Kim Hall, CFP®, RLP®, GFP® with Jay Mooreland, MS, CFP How does all this work? Our video goes through some very thought provoking ideas that trick our brain. If you are interested in...
by Kay Dee Cole | May 5, 2020 | Decision Making, Financial Planning, News
Optimism and pessimism can change your investing habits, and the media actively participates spreading the fear. Headlines often accentuate the negative because that is what gets us to tune in. Why? Because pessimism and cynicism are weirdly addictive. But they can...
by Kim Hall | Mar 14, 2020 | Investing, News, Protecting Your Assets & Credit
It is amazing how predictably irrational we humans can be! Our brains are subconsciously seeking certainty, especially as things become more uncertain – and that applies to market fears as well. With a 2023 recession on many people’s minds, you’re...
