Category

Financial Planning

DOUBLE OUCH!

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Yesterday gave us another unfriendly reminder that stocks can be volatile. Investors continue to focus on the US-China trade war, which escalated even further on Monday. As a result, the S&P 500 lost about 3% of its value. That’s the largest one-day point drop since December of last year. SELL! SELL! SELL?

Wellness Checks

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It’s the week of doctor’s visits at the Yakel household…these two handsome guys just had birthdays and have each had wellness checks to be sure they were growing up healthy: The birthday boys: Milo and Ethan While annual checkups are just a part of life, they can be a little painful—Milo is on a little

More Daisy (and maybe more stocks?)

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As you are probably already aware, stocks have had a strong rally since a very difficult end to 2018. Not surprisingly, this spooked a lot of retail investors (the average investor) and equity (stocks) fund outflows have been sharply negative since the beginning of the year. And, fixed income (bonds) fund inflows have

“The Talk”

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The Yakel household is very quiet this week, as I’ve just returned from visiting my parents in Williamsburg, and leaving my kids down there with my parents. That was on purpose and prearranged…God bless my folks…they are in for a busy week… It was good to visit my parents and to see they are doing […]

Dog Days of Summer

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Recently for our family, the dog days term is quite literal. After minimal consultation with yours truly, our family entered the world of dog ownership. We welcomed little Daisy to our world this past Saturday. She is a French Bulldog and has already created some unwanted stains and wake-up calls. But, she IS pretty

Home Bias

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A quick disclaimer: I am on vacation this week, but we have committed to a weekly blog, and I want to stick with that schedule. However, we didn’t commit to a LONG weekly blog, so I am mailing this one in a bit. Doesn’t that encourage you to read on? 😊 Investors are inclined to […]

Halfway Point

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It’s hard to believe but we are almost to the halfway point of 2019—to be exact, July 1st is the actual midpoint.  And so far, it has been an interesting year in the market.  Just a quick checkpoint/recap… Rebounding from fears of recession, the market shot up in January 2019, only to reverse on trade

A ROTH for Molly?

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My partner Sarah wrote a great blog last week that addressed the difficulties that parents face when trying to access medical information for their almost-grown children. In that same vein of graduate advice, I would like to touch on the somewhat more pleasant topic of retirement savings. As most of us know, “start

Graduates

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Congrats, Graduates!!!  (….now please sign this….) This weekend, we went to one of several graduation parties we were invited to—several of the folks we talked to were graduation party hopping, trying to fit quick stops at multiple parties.  It is definitely the season of emancipated high school seniors! After