While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the market place.  With that in mind we publish a brief market update each quarter.  Below you will find updates for the third quarter of 2017.

Enjoy the read and remember, it’s NOT about the money.  It’s about how the money supports your goals!

This year’s Third Quarter issue of the Quarterly Market Review provides a sneak-peek on how “a financial advisor can help investors decide on an appropriate asset allocation, stay the course during periods of disappointing results, and carefully weigh considerations if a given strategy is right for them.” You’ll find this at the blog post entitled Quit Monkeying Around.

At F5 Financial Planning we focus on helping individuals and families find balance between faith, friends and family, fitness and finance.  We make sure that they have the financial freedom to enjoy those things in life that are important to them.  And while we believe the left-brain facts and data are critical; we work with our clients to get them in the right state of mind to focus on the goals they want to achieve.

Some other posts that you might like:

• Should You Pay Off Your Mortgage?
• How Are DFA Funds Different than Index Funds?
• How Families Can Calculate Retirement Income Wants Versus Needs
• What Your Grandma Taught You About Investing
• Making Sure You Can Collect a Paycheck in Retirement