A Valentine’s Day Gift

By Jacob Milder, CFP®, ChFC® | February 14, 2019
paper markus spiske

December’s market selloff- or rather, January’s recovery, provided investors with a tremendous gift.  We now have the rare opportunity to reassess our portfolio and perhaps more importantly, our behavior and tolerance for risk, without the usual triggers for such evaluation; namely significant loss of capital. As many studies have shown, the vast majority of investors…

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2018 Market Review

By Jacob Milder, CFP®, ChFC® | February 4, 2019
wall street roberto junior

As we reflect on 2018, it is tempting to sugarcoat the year by simply reporting that it was a record-setting year for stocks – because so many investors would rather quickly forget the end results. So here are the end results: 2018 was the worst year for stocks since 2008 and only the second year…

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