Turn Down the Noise: How a Financial Plan Helps You Stay Focused on What Matters
Markets, elections, interest rates, and economic headlines will always compete for investors’ attention. But thoughtful financial planning starts with your own timeline. Knowing when you’ll need your money can help you prepare for near-term goals while keeping long-term investments focused on the future.
What can the tech bubble teach us about today’s AI boom?
Artificial intelligence is transforming the economy and driving one of the most significant investment themes in decades. Investors naturally want to know what that means for markets.
What Moves the Markets?
Market fluctuations are inevitable and expected. They always have been and always will be. In fact, they’re such a significant reality of investing that I named my YouTube series of brief investing videos Up and Down. Often, our clients ask, “What makes the markets move up or down?” There are quite a few factors that […]
Planning Eases Constant Uncertainty: It’s Summer, Go Enjoy Yourself! (Part 2)
Written by Tyson Ray, FORM Wealth Advisors | CFP®, CExP®, CIMA® In a recent blog post, I encouraged you to go enjoy yourself because…it’s summer! I want to reiterate that suggestion and remind you that proper planning can ease the constant uncertainty about what the markets are doing. Uncertainty makes investors uneasy because they don’t […]
It’s Summer. Go Enjoy Yourself!
Written by Tyson Ray, FORM Wealth Advisors | CFP®, CExP®, CIMA® If you know me and/or if you follow my blog posts, you know I’m all about perspective. We get so caught up in the busyness, and business, of life and work that sometimes we lose sight of what’s really important. Recently, my son took […]
