I came across an article recently that I found to be profoundly timeless. I keep hearing about the new normal, and that times have changed. However, there are many things that have and will not change that I believe are being forgotten and sometimes swept under the rug. I hope
“How much do I need to retire” is one of the most common questions people have when it comes to their personal finances. Regardless of age, occupation, or socioeconomic status, most of us are wrestling with the same questions: How much is enough? How much do I need to be
Congratulations! You’ve applied, interviewed, maybe negotiated a few details on your contract, and have finally signed the dotted line on your offer letter. And then it hits you – changing jobs isn’t easy. Sure, it’s exciting – and certainly worth celebrating! – but it also can be a very overwhelming
WATCH THE VIDEO DOWNLOAD THE SLIDEDECK A few weeks ago we wrote an article titled “Is there Still Value in Value Investing”. Many people asked for more information regarding it, so we decided to make a video and slide deck about it. You can view the slide deck on SlideShare
Download the PDF Is there Still Value in Value Investing? January 15, 2021 Stephen Nelson, CFP® I read an article recently that I thought was very good, I’d like to share some thoughts on it. It coincides with part of our philosophy on investing. It’s regarding the value premium,
DOWNLOAD THE PDF Happy New Year! I think 2020 is one of those years most of us are happy to have in the rearview mirror as COVID lockdowns destroyed markets early in the year, followed by record levels of global government stimulus which ultimately fueled amazing market rebounds. If we
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2020 each equity market was up more than 10%, with the Emerging Markets as the top performer at 19.7% and the lowest, the
DOWNLOAD THE PDF Section I: Market Update Report Section II: MWA Quarterly Commentary Section II-A: The Elections and Market Timing Section III: Around the MWA Office Section IV: Articles of Value, Recommended Reading Section I: Market Update Report The 3rd quarter was a strong quarter for our investors, as
Download the PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2020 each equity market was down more than 20%, with real estate being down the most at -29%
In an effort to save you time, I have linked to several additional articles of interest that you can come back to later if desired. If you have time, please read these articles as they are chalked full of good information, stories, and lessons. Below, I have included descriptions and