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How Do You Know We Are a Good Fit on stuartplanning.com

How Do You Know We Are a Good Fit?

These shared principles mean shared success “Craig, you said that one of the things Warren Buffet looks for is someone he enjoys spending time with. How do you know whether it is going to work out when you meet a new advisor?” asked Mr. Edelman, a retired CEO. That’s a very good question. Here’s what I know: there…
What it Takes to Really Recover After a Market Correction or a Bear Market on stuartplanning.com

What it Takes to Really Recover After a Market Correction or a Bear Market

Another correction happening is a certainty – anticipating when, however, is difficult Corrections happen. Investors know this. Spooked by the downturn, they sell when the market declines. It’s reactionary. Their fear is that “this time, it’s not going to come back.” This fear of long-term doom has never been realized, however – even after the…
The S&P 500 Is the Stock Market Tracking Choice of Millions of Investors. Here's Why. on stuartplanning.com

The S&P 500 Is the Stock Market Tracking Choice of Millions of Investors. Here’s Why.

A brief history of the Standard and Poor’s 500 The Standard and Poor’s 500 is widely recognized as the superior gauge of large-cap U.S. equities. With trillions of dollars indexed, the S&P 500 captures around 80% of the available market capitalization. It is concerned with the largest U.S. publicly-traded companies and, along with the Dow…
Are Blue-Chip, Dividend-Paying Stocks Really “Safe?” on stuartplanning.com

Are Blue-Chip, Dividend-Paying Stocks Really “Safe?”

4 examples of why even well-known companies aren’t always worth the investment For many investors – newbies and veterans alike – there is often an attraction to big corporations. If a company is a household name (and you perhaps even have some of their products in your house), this appears to be a safe investment.…
How to Ensure Your Wealth Is Prepared During Your Golden Years on stuartplanning.com

How to Ensure Your Wealth Is Prepared During Your Golden Years

The ABCs of retirement planning Retirement after a lifetime of work and saving is a major achievement. However, too many people believe their nest egg will weather any storm. If only that were true! The fact is that leaving the world of work means entering a whole new sphere of financial responsibility. This new horizon…
Find Me a Retirement Planning Professional! on stuartplanning.com

Find Me a Retirement Planning Professional!

How to choose a retirement professional who knows what they are doing – and fits your needs “This is one of the most important areas of our life and I don’t know who to hire. Frankly, I don’t even know what I should be looking for. Can you help me?” lamented Dr. Roth, a successful…