As Benjamin Franklin famously said, nothing is certain except for death, taxes, and market volatility… OK, maybe I modified this a bit, but in the world of investing, market volatility is a certainty. Yet, this really isn’t something that should be feared but rather embraced and harnessed to give you the best possible investing results. […]
Why (Market) Volatility Doesn’t Matter Read More »
As the owner and operator of a retirement-focused financial planning firm, I’ve had the pleasure of working with some truly incredible people over the years. I’m constantly inspired by the dedication and passion my clients show towards achieving their financial goals. It’s a blessing to serve such an awesome group of people who are genuinely
7 Clients I Will Absolutely Never Work With Read More »
Being a “homemaker” or stay-at-home mom has been a hot topic in the news recently. This topic has certainly proven to be a bit of a lightning rod, and there is no one-size-fits-all for families. I simply want to provide a framework for families to consider the possibility of a stay-at-home mom. Not that long
Challenging Cultural Norms: The Financial Case for Stay-at-Home Moms Read More »
A family legacy meeting is not something you learn about in school. It’s not something you discuss at the office party or at your kid’s sporting event. But it is something that can benefit anyone, particularly if you have assets that you wish to create a legacy with. Let’s use the good ol’ 5 W’s
How to Hold a Family Legacy Meeting Read More »
Whether you just opened up your first IRA, or you are a seasoned hedge fund manager with billions of dollars under your discretion, you probably recognize that Warren Buffett can teach you a thing or two about investing. In particular, when he talks about some of the riskiest of all assets, we should probably listen.
The Riskiest of all Assets Read More »
I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of “mini-crises” that shaped the financial landscape in 2023. These challenges tested our resilience and forced us to confront the
Will the Stock Market Crash in 2024? What 2023 Tells Us Read More »
Last week my family and I had the wonderful opportunity to take a summer vacation up to the shores of Lake Michigan. While the drive made for a bit of a challenging trip, we really had a wonderful time and I have always enjoyed the change of pace and perspective that vacation can bring. In
Musings from Vacation: The Importance of the Proper Ordering of Money Read More »
This week’s blog is a little different. Today I am celebrating a significant milestone for the blog. It is the 26th blog since the launch of QED Wealth Solutions back in January. In other words, I have written a weekly blog each week for the last six months (with two notable exceptions: one break for the Fourth
26: Embrace the Suck Read More »
Spring is in the Air There was some beautiful weather over the weekend. Things are starting to warm up and signs of spring are starting to manifest themselves more and more. Personally, I’m not much of a cold weather fan, so these signs of changing seasons have put a little extra spruce in my step.
We’re Not Raising Grass, We’re Raising Kids Read More »