Money Matters: Buffett and Powell talk inflation
What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and most frequently sought opinions on business matters, he’s a voice that gets a […]
Guarding against identity theft
By Paul Ellis, CIMA® | Ellis Wealth Management Group America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors. Between robocalls pitching low-cost health insurance, pretending to be the I.R.S., or offering “work from home” opportunities, […]
Financial Strategies for young families
Financial Strategies for young familiesBy Paul Ellis, CIMA | Ellis Wealth Management | Republished by Lynnwood Times The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing […]
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge. Provided by Paul Ellis, CIMA® Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad […]
Money Matters – Pullbacks, Corrections, and Bear Markets: What’s the difference? What do these terms mean for you?
By Paul Ellis | Ellis Wealth Management The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When the market drops, some investors lose perspective that downtrends – and […]
Money Matters: As the news cycle moves from impeachment to COVID-19 to the primaries – what’s next?
By Paul Ellis, CIMA® | Ellis Wealth Management In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in American history. In international news, the latest coronavirus […]
