Blog

Where to Find the Experts on Market Timing

Saturday August 17,2024 Where to Find the Experts on Market Timing   You’re not going [...]

Financially Empowering Yourself In An Uncertain World

Harness your cognitive biases… In an increasingly uncertain world, where economic landscapes can shift with [...]

Quick Financial Tips for Women to Build Financial Success

When providing financial advice, I often find myself answering these common questions: “What would you [...]

Resisting Pessimism, and How it Makes Us Better Investors

As we approach the presidential elections once again, we find ourselves bombarded with pessimism, toxicity, [...]

The “Family Love Letter”

Financial planning is just as much a business about your “people,” as it is about [...]

Presidential Politics and Your Investments

Monday – July 22,2024 Presidential Politics and Your Investments Good Morning, On Sunday, 7/21/24, in [...]

The “Rise of the Machines…” Maybe Not So Much  

October 26, 2023 The “Rise of the Machines…”Maybe Not So Much The question of whether [...]

Timing the Market

August 30,2023 Timing the Market Why is it that many investors feel the urge to [...]

Coping with Debt

January 12, 2023 Article from Moneygeek.com, interviewed on handling debt. Moneygeek focuses on expert driven [...]

Chasing Returns

Tuesday, September 6, 2022   Chasing Returns A favorite (and costly) pastime of investors is [...]

Market Note – Russia Incursion into Ukraine – 02/24/2022

Thursday, February 24,2022 (First transmitted to Eaton Financial Group Clients) Good morning. As I have [...]

Should I Sell Stock?

February 1, 2022   The Challenge of Selling Selling a security is something that investors [...]

Are You Committing Financial Infidelity? 

February, 2022 Are You Committing Financial Infidelity?  We are aware of the effects marital infidelity [...]

A “Dependable” Forecast for 2022

January, 2022 Eaton Financial Group Annual Letter to Our Clients Part 1: A Restatement of [...]

A Teachable Moment for 2022, and Beyond

December 5, 2021 A Teachable Moment for 2022, and Beyond   Good Morning December 5, [...]

We plan, NOT predict.

November 17, 2021 We plan, NOT predict.   Financial advisors are called upon to forecast [...]

The wisdom of Ignorance

October 29, 2021 The Wisdom of Ignorance   It may seem like a misnomer to [...]

Climbing the “Wall of Worry”

October 1, 2021 Climbing the “Wall of Worry”   “Bull markets are born on pessimism, [...]

The Fallacy of Past Performance Chasing (and why we have trouble convincing you otherwise)

September 15, 2021 The Fallacy of Past Performance Chasing (and why we have trouble convincing [...]

The Virtuous Cycle

September 1, 2021 The Virtuous Cycle We frequently write on issues related to positivity, optimism, [...]

The Virtue of Slowing Down

August 4,2021 The Virtue of Slowing Down Time is an interesting dimension. It is a [...]

The Peril of Investment Fads

Jul 3, 2021  The Peril of Investment Fads As we are midway through the year, [...]

Crypto: The Good, the Bad and the Ugly

06/14/2021 Crypto: The Good, the Bad and the Ugly  “If you work for a living, [...]

Improving Your Investment Skill

06/01/2021 Improving Your Investment Skill Portfolio returns and achieving financial goals are a largely a [...]

Resolutions and Habits

04/20/2021 Resolutions and Habits  We are three months into 2021 and there is a good [...]

Medicare Enrollment – 2020

10/9/2020 Good Afternoon Medicare Open Enrollment for 2021 Begins October 15 The annual Medicare Open [...]

2020 IRA and 401(k)/403(b) Plan Changes – The “Cares Act”

As we continue to study the stimulus package passed last week, we will continue to send relevant [...]

Stimulus for Business Owners: Paycheck Protection Act

PLEASE READ THIS FORGIVABLE LOAN PROGRAM AS I SEE NO NEGATIVES FOR BUSINESS OWNERS. On [...]

Beware: Stimulus Payment Scams

Here’s what you need to know about the stimulus payment processing in order to protect yourself from [...]

Now, we breathe, stay calm, focus on what we have within our control, and this too shall pass.

Posted on facebook and Linked – 3/12/2020   If you have any interest/concern about your [...]

‘Everywhere is walking distance, if you have the time’

‘Everywhere is walking distance, if you have the time’…Steven Wright Good Afternoon Steven Wright is [...]

The Virtue of Optimism

The current pandemic breeds a lot of uncertainty and fear.  The media actively participates spreading [...]

Investing: Simple, Yet Difficult

Warren Buffett said, “Investing is simple, but not easy.”  Sounds like a contradiction, but in [...]

The Coronavirus: A Healthy Perspective

We have our first surprise of the year: The Coronavirus.  Just last month I wrote [...]

An Accurate Forecast for 2020

If you read my forecast for 2019, you will notice it was spot on. This [...]