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investment management

Can You Psych Yourself Up to Save More Money for Retirement?

You have probably spent decades saving for retirement, and you might have a decade or more of saving to go before you actually retire. At times, your resolve may be tested. The stock market may falter; household money pressures may mount; new near-term priorities may arise. So, what can you do to stay on point and stick with this financial commitment you have made to your future self?

The Steward Approach to Managing Market Volatility

Over the past few months, investor concerns about rising interest rates, oil prices, tech stocks, trade wars and a variety of other daily “headline issues” have resulted in significant market volatility. Looking ahead, volatility may continue as markets adjust to potentially higher inflation and interest rates. To help frame the current market volatility, we offer the following reminders:

The Great Recession: Ten Years Later

10 Years After the Financial Crisis: What Have We Learned?


Where were you in September 2008?  Over the weekend of September 13 & 14, 2008, it became obvious that Lehman Brothers was in serious financial trouble and probably would not survive.  Being on the “inside” of the financial industry we knew a lot was about to change for us and a lot of other Americans.

The Great Recession: Ten Years Later

10 Years After the Financial Crisis: What Have We Learned?


Where were you in September 2008?  Over the weekend of September 13 & 14, 2008, it became obvious that Lehman Brothers was in serious financial trouble and probably would not survive.  Being on the “inside” of the financial industry, I (Tim) anticipated life was about to change for me and a lot of other Americans.  So as our family spent the weekend at a soccer tournament, I was compiling my “depression checklist” in between soccer games.   While I was comfortable with my investment strategy, my plan included a number of cost-cutting items like growing a garden, dropping some of our kid’s expensive activities (like soccer) and pooling resources with extended family.  It also included some opportunistic to-do’s like drawing on our home equity line, looking for investment opportunities and maybe starting a business.