Category: Authored

5 posts categorized as "Authored"

The Gift of Self-Reliance

February 6, 2020

Authored by Joseph R. Weiland, CFP ®, Managing Partner I was at a party last evening with a group of fascinating people from varied backgrounds.  The conversation was lively, from art and architecture to jokes and tricks.  At one point, it came up that I am a Certified Financial Planner™ and one of the guests…

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Range Bound Markets

November 12, 2019

Third Quarter 2019 — Arthur Swalley, CIMA The increase in volatility in both stocks and bonds which began in 2018 continued in the third quarter of 2019. Long term interest rates around the world continued their dramatic fall. Stock markets remained range bound with rapid short-term swings fueled by quick reactions to rumors about trade…

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Why are recessions good for the economy?

August 20, 2019

by Joseph R Weiland, CFP®, Managing Partner We are hearing a great deal of noise about the looming recession lurking around the corner. If you are not worried, you clearly have not been listening to enough media. T.V., Radio and the internet are afire with tales of inverted yield curves and global collapse. Recessions are…

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Dow Jones at 40,000!

June 11, 2019

by Joseph R Weiland, CFP®, Managing Partner When we invest in the stock market we are buying future profits of the businesses that we buy. If we invest across the entire market we are buying the future profits of the entire economy. The Price to Earnings Ratio (PE) tells us what we are paying to…

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The Gift of Perspective

January 29, 2019

by Joseph R Weiland, CFP®, Managing Partner One of the biggest gifts that a person can receive from a financial planner is perspective on what actions a person can make now to have the biggest impact on their future financial lives.  At different phases of our lives the importance of different actions changes dramatically. What…

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