Watch our latest webinar when we discussed market performance from the past quarter and provide our updated outlook for the rest of the year. We also discussed market expectations during the upcoming midterm elections and what history informs us about the correlation between markets and politics. Scroll down to watch the replay or download the presentation.
At first blush, an analogy between tennis and investing might seem like a long shot. I’m not a very good tennis player. I’ve only been playing (and I use that term loosely) for the past several years. But a few of the lessons I’ve picked up along the way seem to apply quite well to investing—something with which I have a bit more experience.
Our Q1 newsletter focuses on planning for the unknown. CEO Rick Manske begins with outlining the importance of implementing financial family fire drills. Sr. Financial Advisor Travis Boyer writes about handling risk and Director of Investment Management Sarah DerGarabedian discusses mindful investing and how according to Seinfeld, “Anything’s possible!” Financial Advisor Scott Kittrell outlines how to manage the increasing cost of health care, and Sr. Financial Advisor Michael Baughman covers how to determine if you need health insurance. Manager of Financial Planning Judson Meinhart provides helpful tables to fill out to determine if you have adequate property and casualty insurance. Co-Director of Tax Services Larry Harris writes about tax planning unknowns. We hope you find this edition insightful!