2018 Happened. 4 Ideas on Where We Go From Here

Steven BriggsFinancial Planning, Investment ManagementLeave a Comment

The economy continues to make substantial strides as consumer confidence and manufacturing grow in step. The House of Representatives flipped 40 seats to the Democrats along with a bevy of state governorships. Consistent policies of tightening interest rates are acted upon globally, led by our own Federal Reserve. Tariff talks have jostled stocks more than landing into O’Hare on a … Read More

Qualified Retirement Contribution Day is Just 50 Days Away! Are you Celebrating?

Steven BriggsInvestment ManagementLeave a Comment

There are special days for all sorts of things – National Pizza Day (February 9th – I had BBQ Chicken), International Talk Like a Pirate Day (September 19th), and even International Tabletop Day (April 28th this year for you board gamers out there). So I am pleased to inform you that this year, April 17th is National Qualified Retirement Contribution … Read More

Don’t Get Emotional. Right.

Steven BriggsFinancial Planning, Investment ManagementLeave a Comment

By now, you have likely read headlines from the past week and a half talking about how the market has in a roller-coaster up and down. You may have heard one-liners such as “The Dow has moved 1,200 points this trading session” or CNBC’s weekend leading “Dow swings more than 22,000 points in wild week.” It’s pretty hard to ignore … Read More

Losing Money in the Name of Diversification!

Steven BriggsFinancial Planning, Investment ManagementLeave a Comment

A common buzzword in the investment world is the concept of “diversification.” Diversification at its core is the technique of mixing a wide variety of investments within a portfolio. The rationale behind this is that when your investments are diversified, you offset the risk of any one investment performing poorly to have a broadly negative effect on your portfolio. In … Read More