Back in the dot-com bubble of the 90s, Edward Greenspan coined the term ‘irrational exuberance’. The recent social media-driven stock volatility is a good example of what he meant. Market volatility not driven by the fundamentals.
Although it’s fun to watch the pundits argue about the market, injecting a dose of ‘rational’ exuberance into your financial strategy is a better idea. Volatility is part of investing, and what’s important is having a well-diversified portfolio that has been constructed around your short, medium, and long-term goals.
That is what we’ve built together. Enjoy the articles below, and please reach out if you would like to talk about them, or if you have new priorities and goals for 2021. We can work together on any changes or adjustments to help keep you on track to pursuing your goals.
Before Filing Your 2020 Taxes, Here Are Answers to Some Common Questions
Jan. 28, 2021
With the April 15 tax deadline less than three months away, here are answers to a few reader questions…