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Occam’s – Precision and the Retirement Planning Process
Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out.
Read More2021 – Q4 Quarterly Market Review
Q4 2021 – Quarterly Market Review
Read MoreOccam’s – When Does a Separately Managed Account Make Sense?
Mass customization is the dream for most industries, and the financial services industry is no different. Everyone’s investing goals are different, so it makes sense that we would want to be able to specifically design the funds that we use to reach our goals. The plethora of mutual funds and ETFs out there give us…
Read More2021 – Q3 Quarterly Market Review
Q1 2020 – Quarterly Market Review
Read MoreOccam’s – Inflation
Inflation is one of the economic topics that you can count on breaking into the public consciousness regularly. It’s hard not to notice that prices go up over time, and now is one of those times that inflation has come to the fore. We’ve had incredibly low levels of inflation for a while now, and…
Read More2021 – Q2 Quarterly Market Review
Q1 2020 – Quarterly Market Review
Read MoreOccam’s – How Are You Different From the Average Investor?
People are a lot like snowflakes. If you don’t look all that closely, we’re all roughly similar. But the closer you start looking, the more different we are. We all have our own unique situations and experiences, and these drive who we are. This also describes who we are as investors. We can make big,…
Read More2021 – Q1 Quarterly Market Review
Q1 2020 – Quarterly Market Review
Read MoreWhat Happened With GameStop?
It’s a bit of an understatement to say that GameStop has been in the news lately. There are a lot of people opining about what is going on, but we want to cut through that and look at what actually happened (we look at what it all means in another article. So what actually happened,…
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