"I love empowering people to discover new and creative solutions to enhance their financial situation.“
Bruce M. Wiener, Principal
From our Blog:
Thoughts on the Stock Market
Imagine if we met on January 1st of this year and I said that the U.S. stock market would be up double digits in August. You would probably be thrilled with the prospect. So here we are in the middle of August with double-digit stock market gains and yet many people feel less than upbeat about the situation. The recent large swings in the market have diminished our enthusiasm.
While I am no Marie Kondo, I sometimes feel the need to straighten out the clutter on my desk. I definitely operate more efficiently when my office is neater.
Having less clutter in your financial life can be useful as well. Multiple bank accounts, brokerage accounts, and credit cards can accumulate over time for no particular reason. This collection of accounts often serves no purpose other than to create paperwork and confusion.