Are Emotions Impacting Your Investment Decisions?
For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual return of 11.78%. Over the exact same period, however, the average equity fund investor earned only a little more than half that return...
Quarterly Economic Review 1st Quarter 2022
Invasion, inflation, and interest rates Quarterly updates always run the risk of containing information which—between the time of writing and the date of publication—quickly becomes outdated and/or rendered irrelevant. Perhaps, never has this been more true than in...
BLBB Advisors Market Update – March 8, 2022
Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com There is no question we have entered a period of heightened uncertainties on both the geopolitical and economic fronts. About two weeks ago, the US economy was grappling with rapidly rising inflation,...
Preparing to Age in Your Own Space
We recently engaged in a very common financial planning discussion with a client centering around their life goals while in retirement. A critical component of this discussion is how and where they will live during this phase of their life. As you would expect, at the...
Congratulations Jeremy Leeds
Congratulations Ada Lubanski
Raising Financially Responsible Children
As parents, we can’t help but worry about our kids—whether they’re three or thirty. We want them to experience all that life has to offer, while avoiding some of its harsher realities. One way to help ensure our children are on sound footing as they head into...
Congratulations Nick Bucci
Money Minute: How can I finance my interest to travel?
Quarterly Economic Review 4th Quarter 2021
All eyes on inflation We’ve been carefully watching the uptick in inflation over the past year—from a 3.2% historic annual average rate to the mid-5% rates that marked much of 2021. Most recently, we’ve seen inflation spike even higher; topping 6.2% in October and...