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Market Update: March 27, 2020 Thumbnail

Market Update: March 27, 2020

Throughout this market meltdown, we are committed to keeping you updated. That is why for the foreseeable future we will be producing a market commentary weekly. Additionally, we know there are an incredible amount of negative headlines right now so we will be doing our very best to share some positive headlines!

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What is my Advisor doing during a Bear Market? Thumbnail

What is my Advisor doing during a Bear Market?

Anyone can seem like a good financial advisor when markets are doing well. The expectation investors have when investing in capital markets is to make money, so when expectations are easy to meet, the bar tends to be set pretty low. However, it’s when markets are down (like the current bear market caused by COVID-19) that separates great financial advisors from mediocre ones. It’s times like these when people may wonder what their financial advisor is doing during this bear market. I can’t speak for all financial advisors, but I can tell you what the advisors at Financial Strategies Group have been and will continue to be doing in the weeks and months ahead.

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The DO’s and DON’T’s During Market Volatility Thumbnail

The DO’s and DON’T’s During Market Volatility

"I have often said that what separates average investors and the great ones is how they make decisions when the markets become volatile. With education and understanding comes great discipline. There is an actual science around disciplined investing which has always been the easiest and most probable way to be successful in the markets long term."

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Developing and Maintaining Your Financial Fitness Thumbnail

Developing and Maintaining Your Financial Fitness

You work hard to keep your body fit and healthy. Regular exercise, dieting, annual physicals, doctors visits and perhaps even taking supplements are all a part of your physical fitness plan. But are you giving the same attention to your financial fitness? For many people, personal savings and retirement planning are not made a priority like they should be. I could argue that your finances are just as important as your physical health.

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The Anatomy Of A Stock Market Crash Thumbnail

The Anatomy Of A Stock Market Crash

It was not even three weeks ago that I wrote and sent our last communication about the “Coronavirus Chaos” correction. That piece was easy to write. This one was not. Not because I am at a loss for words, but because there is too much information that I want to convey. With that being said, I had to narrow this down to a handful of key topics: What you are feeling right now is normal, Bear markets are not especially rare. Why you should not “bail out”, Timelines of previous Bear/Bull Markets.

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Coronavirus Chaos - Thank You For Your Confidence Thumbnail

Coronavirus Chaos - Thank You For Your Confidence

At FSG we understand you have placed a great deal of trust in us. You have worked and saved and, in many cases, invested your life savings with us. We do not take this responsibility lightly. In many of my previous writings you may have heard me use the term market noise and preach about focusing on the long term. I won’t call the Coronavirus market noise because people have died, so it feels a little insensitive, and with how quick the recent drop in markets has occurred I cannot blame you for being concerned about that “noise”.

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Roth IRAs: Three Huge Benefits Thumbnail

Roth IRAs: Three Huge Benefits

If I could only contribute to one retirement account for the rest of my working career, it would be the Roth IRA/401k. Although there are many benefits to a Roth IRA, there are three benefits that I find to be most intriguing. On top of the benefits I lay out below, you will be pleased to hear that in recent years employers have made the Roth 401k more accessible and the contribution limit on Roth IRAs has been increased!

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What Your Golf Game Can Teach You About Investing	 Thumbnail

What Your Golf Game Can Teach You About Investing

I spend most of my day sitting at my desk or in a conference room, and the closest thing I get to exercise is when I skip out of the office early to play a quick 9 before heading back home. As I sit here and look out my office window at the beautiful, sunny, 70-degree day we’re having it has me thinking: How can golf help with money management? So I have come up with a couple of different points that I think can put some perspective on financial planning.

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“Inflation” – The Financial version of Carbon Monoxide Gas Thumbnail

“Inflation” – The Financial version of Carbon Monoxide Gas

For those who know me or work with me, they know I love analogies. The reason I love analogies is that they can take complex ideas and concepts (especially when it comes to finance and the markets), and make them easier to understand by comparing them to something that may be better understood by the person you are speaking to. When it comes to inflation the analogy I often use is Carbon Monoxide Gas. Inflation, like carbon monoxide gas, cannot be seen, smelled or tasted, but it can kill you!

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2019 Fourth Quarter Market Update Thumbnail

2019 Fourth Quarter Market Update

Let me start by reminding you that at the end of the 3rd quarter our biggest concern was the lack of progress on a trade agreement with China. I believe this was starting to have an impact on the economy and was certainly a hindrance to the market. I was optimistic markets would respond positively with progress on this topic as they had in the past. I was also skeptical that the timing of any sort of resolution could be predicted. Since then, a “Phase One” trade agreement has been announced and it is scheduled to be signed January 15, 2020. “Phase One” was announced on October 11, 2019, and as you can see from the chart below, markets responded very positively.

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