It’s easy to get caught up in discouraging economic news, and lose sight of your long-term financial roadmap. That’s why Mari was glad to have a conversation with veteran financial journalist Gail MarksJarvis, writing for Barron’s, about how retirees can stay on track by taking positive steps to protect their portfolios in times of turbulent […]

Retirement Playbook: How Portfolios Can Bounce Back From Down Markets

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 […]

What Investors Should Do Now
We wanted to share with you an important message from Donald A. Calcagni, Chief Investment Officer at Mercer Advisors, to help answer questions you may have about the recent market volatility: At Mercer Advisors, we’re committed to keeping you informed on current events and how they relate to your long-term Economic FreedomTM. On Monday, US […]

Quote Of The Week: The Fastest Bear Market Ever
“Historically, it takes an average of eight months to enter a bear market. This time it took less than one month—the fastest ever.” Jeffrey Kleintop, CFA,Chief Global Investment Strategist – Charles Schwab & Co, Inc., “Who fueled the fastest bear market ever?,” March 16, 2020

Keep Your Cool As Market Heats Up
If you’ve invested long enough, you know that market turbulence is an unfortunate fact of life. But knowing that doesn’t always make it easier to take. So here’s a quick reminder that may put your mind at ease. Most investors withdraw only a small percentage of their portfolio each year. For people in the early stages […]

Market Turbulence? Here’s How To Make Lemonade Out Of The Market’s Lemons
Market turbulence can be hard to deal with, but we know that market pullbacks are a normal and unavoidable part of investing, especially over the shorter-term. Unfortunately, no one can predict or control the market, and trying to eliminate market volatility can cause you to miss out on the generous long-term growth that market investments […]

Quote Of The Week: What The Summer Swoon Means For You
“August was awful for U.S. stocks. Here’s the good news. First, it probably means a lot less than the scary headlines would suggest. Wall Street has suffered a “summer swoon” most years since the days of robber barons and mutton chop whiskers. The past is no guarantee of the future, but nonetheless if you had […]

The Correction is Here: Now What?
If you’re like many investors, you watched last Friday’s 500+ point stock market sell off with a mixture of shock and awe. The decline was unrelenting, prompted in part by concerns of economic slowing in China. That represented a 3% loss for the day, meaning we may now be entering a “correction” or a period marked by 10% declines from […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
Have A Financial Question?
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