2018 Year-End Report: The Bear Emerges

2018 Year-End Report: The Bear Emerges

This was the year the long, seemingly endless bull market came to a crashing halt–and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500’s all-time high on September...
Making the Most of a Legacy

Making the Most of a Legacy

By: Kirk Licata, CFP® Seven in ten people who suddenly receive a large sum of money will spend it all within just a few years.1 An inheritance, an employee bonus, lottery winnings – all are typically quickly spent. According to psychologists and behavioral finance...
Another Spooky October

Another Spooky October

The U.S. stock market suffered through its second correction of the year, and if you’re the kind of person who likes to worry, then October gave you plenty of cause.  When the markets are dropping, the financial media needs to find a narrative.  You hear all sorts of...
It’s 2:00 AM in Tibet

It’s 2:00 AM in Tibet

By: Doug Stefanini I have recently been reflecting on how technology has changed our day-to-day lives by uniting people and places that before were isolated and disparate.  Maybe we have become too dependent on technology, but, at times, it is a wonder to behold. Nine...
What is “Wealth”?

What is “Wealth”?

By: Kirk Licata, CFP® LongView Wealth Management. There’s that “Wealth” word again. What comes to mind when you hear the word “wealth”? Do you picture mansions, yachts, luxury cars, and designer wardrobes? How about the term “wealthy”? Certainly, all millionaires and...
2018 2nd Quarter Report: When Will the Party End?

2018 2nd Quarter Report: When Will the Party End?

The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory. The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—finished the quarter up 3.83% and is now in positive...