Market timing is exhausting. And often, it can be expensive. When you time the markets, you have to be right twice – first when getting out and second when getting back in.

Cali Gillespie

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When markets fall, it’s easy to forget that downtrends are part of the investing cycle. They don’t feel as good as when the market is experiencing uptrends, but that doesn’t mean that they can’t be a healthy part of the nature of investing, and even sometimes necessary. So when prices slip, it's a good time to understand some common terms that you may be hearing to describe financial markets.

Cali Gillespie

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The growth of exchange-traded funds (ETFs) has been explosive. In 2002, there were only 102; by 2020, there were over 7,000 investing in a wide range of stocks, bonds, and other securities and instruments.¹

Cali Gillespie

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When building a financial strategy, we work hard to create an approach that plans for your longevity and allows you to live a satisfying life. But beyond helping clients prepare for a longer retirement, we are focused on addressing a key goal: Managing emotional reactions.

Cali Gillespie

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