It’s no surprise. When you open your monthly statements, almost all investments are down from their earlier 2022 highs. And unfortunately, no one can say when the stock and bond markets will recover. But there is light at the end of the tunnel, and a good reason to stick to your investment strategy, which is […]

The Market’s Down: Should You Make Changes To Your 401(k)?
Yes, the market is down. A lot. One of the most common questions we’re getting from clients is what they should do with their 401(k) contributions and investments. You have several choices. Here’s a rundown of the pros and cons of each. Option #1. Stay the course As hard as it may be to stomach […]

Grinch Steal The Bull Market? How Proper Planning Can Help You Beat Bear Market Anxiety
It was the most dismal December in the market for many a decade. The Dow Jones Industrial Average tumbled more than 650 points on a very Grinch-like Christmas Eve, while the S&P 500 dropped to just short of bear market territory, almost 20 percent below the peak levels set earlier in the year. The grim […]

What Do Market Declines “Mean”? You May Be Surprised To Learn
“The market is down!” says the panicked caller. “What does that mean?” We’ve had more than a few of those calls recently with clients (and a few with relatives and friends too!). Of course, we never know what will happen in the future. But we do know that while some market declines foreshadow future problems, […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
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