Reason No. 7 To Hire A Financial Professional: Rebalancing

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A Framework For Investing For Life

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Despite Gloomy Jobs Report, The Economic Outlook Remains Bright

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Are The Five Stocks Driving The Market's Great Returns Overvalued?

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The Retirement Coach is here to help you meet your personal financial goals and overcome any difficulties you encounter.

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Investment Updates

  • Are The Five Stocks Driving The Market's Great Returns Overvalued?

    Including dividends, the S&P 500 Total Return index, in the five years ended September 30, 2021, gained an astonishing +118%, an average annual growth rate of nearly 24%! That’s more than double the stock market's long-term annual total return of approximately +10% going back 200 years, as described by Wharton Business School's professor Jeremy Siegel in his seminal book, Stocks for the Long Run!

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