Question: When I opened my January 2022 statements, I was surprised to see my portfolio lost value compared to the month before. What happened? Answer: We all know that investments – especially stocks – go up and down in value. Still, it comes as a surprise to many investors when they open their monthly statements […]
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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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