How to Handle Stock Market Downturns, Ep #258
Do downturns in the stock market inevitably lead to down years? On the show this month, I’m walking you through an analysis of U.S. market trends over the past two decades, illustrating how downturns, even severe ones, often don’t spell disaster for annual returns. I’ll also share what savvy family stewards can do to weather these…
Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257
The Ultimate Planner to Jumpstart Your 2025, Ep #256
Today, I am sharing something that my family has fallen in love with—The Clever Fox Dated Planner. This planner goes beyond simple scheduling with features like a gratitude section, vision board, habit tracker, and tools for setting and achieving SMART goals. It is designed to help you reflect, plan, and improve every week. If you…
Why I Don’t Want You to Spend the Money in Your HSA, Ep #255
The Importance of Remaining Disciplined with Asset Allocation, Ep #254
We invest in large companies, small companies, value companies, international companies, emerging markets, etc. We practice discipline when investing in all of these asset classes. If we want 20% of a portfolio allocated to large value, we maintain that percentage. We also practice strategic rebalancing. If something has an upward momentum, we set tolerance zones.…