Springing Forward

Contributed by Lewis J. Walker, CFP® The joys of spring. We celebrated Passover and Easter, paid our income taxes or filed for an extension, and now thoughts turn to summer activities. Whatever you are planning or anticipating, a review of financial planning strategies may be in order, especially if a significant life transition event is…

Dealing With Market Volatility

Contributed by: Lewis J. Walker, CFP® Outside of government agency guaranteed savings or insurance company guarantees, market volatility is a fact of life. Take the stock market. Volatility is normal and must be considered in framing your personal Investment Policy. Since we can only theorize the future but not predict the future, expecting and learning…

The 100 Day Syndrome

Contributed by: Lewis J. Walker, CFP® The stock market is not an escalator. Escalators are predictable, offering a smooth ride with the end point visible at the top. Of course, being mechanical, escalators can break down, malfunction, even cause serious injury. The stock market is not mechanical or precisely predictable, despite a constant quest to…

A Question of Rights?

Contributed by Lewis J. Walker, CFP® The discussion centered on current controversies over the state of health care in America. The young student, a sincere humanitarian, said, “I think health care is a right.” Despite his concern about a basic human need, his comment is symptomatic of  confusion over the difference between a right and…