In 1986, Lou Holtz was tapped as Head Coach of the then-struggling Notre Dame Fighting Irish football team. By the time he left the university 11 seasons later, he’d racked up 9 Bowl appearances, 5 Bowl victories, and one National Championship! He later revealed a vital question that he demanded players repeatedly ask themselves. It goes by the acronym W.I.N. – What’s Important Now?
In 1997 the internet was still in its infancy, and we didn’t even have iPhones. “Titanic” became the biggest movie of all time that year, George Clooney was People Magazine’s Sexiest Man Alive, and “Seinfeld” aired its final season. 1997 was also the year I began my career in financial services. What have I learned about market downturns in 25 years?
Jen O’Brien is the Investment Operations Associate for our firm. It’s hard to believe she has been part of our team for 5 months! Many of you have already interacted with her during that time, but I sat down with her for a brief chat so you could get to know her better.
This is an interview that has been a long time coming! For those of you that know Ryan Triplett, he is soft spoken, brilliant, and incredibly hard working. I finally get to sit down with my friend and partner and ask him 5 questions so we can get inside the mind of a financial genius!
We’re closing in on the end of another incredible year for stocks. In fact, 2021 is the continuation of an incredible run for stocks, producing impressive returns since the market bottomed during the financial crisis in 2009. However, there are a few strong variables that are leading financial professionals toward projecting muted returns over the next decade.
Another calendar year is passing us by with lightning speed. As we flip the calendar towards 2022, there’s still time to make a few last-minute adjustments to improve your finances. Here are 9 impactful planning ideas to consider between now and the end of the year.