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Most Recent Posts
Trade & Tech Rhetoric Increases Market Volatility
A lthough corporate earnings numbers and U.S. employment remain good, Wall Street seems to grow increasingly concerned about the “potential” trade war between the U.S. and China, and the public scrutiny of the technology sector (i.e. Facebook and Amazon). Thus the...
6 Reasons That Make TFG Special: Celebrating International Women’s Day
“Be the kind of woman that makes other women want to up their game.” ~ Unknown ~ This quote describes the six women who work at TFG. They all admire and learn from each other, edify and encourage each other, they model leadership and, on a daily basis, they make...
4 Questions to Ask Before Investing in Bitcoin
The past week of market volatility and risk has been a textbook reminder of the benefit and disciplines of remaining a long-term investor. Over the past month I have received a barrage of questions about Bitcoin and how to invest. As a response, I began writing on...
Putting Market Volatility in Context
This quote is engraved on a clock gifted to me by a client and friend, who has heard me say this very thing since the late 1980s. It sits on my desk and serves as an important reminder to always look at the big picture. Like now, for instance…let’s place the recent...
Keeping Perspective When the Market Drops
We are two days into February 2018, and we have viewed something not seen in a while on TV screens – the color red on the market reports. The market began the year very strong and there was much talk about a robust 2018. We continue to believe this is the case...
Investing is a Marathon, Not a Sprint
Have you ever committed to something and halfway there think, “Oh, that was a baaad decision?” Well, you have my absolute sympathies! I had signed up for the Savannah Rock ‘n’ Roll Half Marathon – my first half marathon ever – and before this year I had never...
1987: Memories of a Market Crash
Frozen. That’s the only way I can describe it. Mike, the other financial planner in our office, and I were listening to the report of the stock market rapidly dropping, while staring at each other in disbelief. It was October 19, 1987. We didn’t have a computer...
Passive Index Funds vs Active Management Funds
Have you ever thought about how you make your choices every day? Take traffic, for instance. My brother lives in Washington, D.C., and works roughly an hour away from where he lives. On any given day there could be traffic that extends his drive 30-40minutes, or...
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