Navigating Asset Allocation Decisions through Market Cycles

We frequently speak with clients about their asset allocation—especially during periods of significant market movement. These conversations often revolve around the desire to increase equity exposure when markets are rising and reduce it when markets are falling. While this instinct is understandable, a visual representation can often help illustrate why market timing is rarely a successful long-term strategy.

Financial Planning, General Financial Plan..., Investments, Mid Career Professional, Pre-Retiree, RetireeDave Trettel, CFP®May 19, 2025Stock Market, Asset Allocation, market timing, market turbulence, volatility, investment management, investing, investments, bonds

Dividends are Only One Factor When Investing in Stocks

Should your portfolio be invested in dividend paying stocks during retirement? This answer always varies, but for most the answer is NO! Let us explain…

Investments, Retiree, Pre-RetireeChip Hymiller, AIF®, CFP®June 1, 2021investments, dividends, total return, investment planning, investment management, diversification, Asset Allocation, bonds, investing, Stock Market

2020 Mid-Year Market Review

Who would have ever expected a rebound of historic proportions in stocks? However, since March 23rd—the height of pandemic uncertainty—major stock indexes have advanced nearly 40%!