by Ralph Bender, MBA, CFP® | Beneficiary, Diversification, Market Update, Volatility
“What’s happening to my portfolio? Should we move into more conservative investments?” That’s a common refrain since the beginning of the year, and it’s something we didn’t hear at all since the early days of Covid stimulus packages. That’s because following the...
by Ralph Bender, MBA, CFP® | Diversification, Economic Commentary, Market Update, Running Money ®, Volatility
Stock prices are down. Gas and Food prices are up. There’s a war in eastern Europe. The FED is raising rates. Another pandemic outbreak locks down much of China. On all this bad news is it any wonder that portfolio values are down? But wait a minute. We get bad news...
by Ralph Bender, MBA, CFP® | Economic Commentary, Market Update, Videos
Do you prefer headline-grabbing hype and echo-chamber biases, or do you just want the facts, figures, and level-headed analysis? Using consistent sources of data, assembled and organized into easily understood graphs, we’re presenting our first economic and markets...
by Ralph Bender, MBA, CFP® | Economic Commentary, Market Update, Videos, Volatility
Independence Day weekend, many years ago. Beth said, “Pack the car and the kids, we’re going on an adventure.” “Where are we going?” I ask. “You’ll find out soon enough.” So I play along. We turn down a side road and into the Perris airport. I see some ultralights and...
by Ralph Bender, MBA, CFP® | Economic Commentary, Health, Market Update, Politics, Volatility
Been there, done that. In many ways, the current market troubles are no different than previous stock market swoons. I’ve been through a lot of them, and I’ve studied almost all of them during my decades of experience navigating clients through tough times. There’s a...
