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Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...

Weekly Market Insights: Markets Go Back to Basics

Gordon Achtermann

Monday, February 8, 2021

Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...

Notes Along the Path February 2021

Gordon Achtermann

Friday, February 5, 2021

Dear Friends, Welcome to another edition of Notes Along the Path! This month's topics: In the News, The Worst Scams, Revenge of the Nerds? (Market Update)

ARE YOU SAVING ENOUGH FOR RETIREMENT?

Gordon Achtermann

Thursday, February 4, 2021

This is an update to an original post from August 13, 2020 ARE YOU SAVING ENOUGH FOR RETIREMENT? Financial Advisors get asked this question all the time: Am I (or are we) saving enough? Maybe you have heard of the concept of a...

Notes Along the Path - January 2021

Gordon Achtermann

Friday, January 8, 2021

January 8, 2021 Dear Friends, Welcome to another edition of Notes Along the Path! Please consider sharing this with someone you know who might be asking themselves (or you!) questions about their financial future. This month's topics:...

2021 Key Financial Data

Gordon Achtermann

Saturday, January 2, 2021

Congress passed the budget and we finally know that this data is valid for 2021. Please let me know if you would like a .pdf file sent to your email.

Markets & Marriage

Gordon Achtermann

Tuesday, December 29, 2020

The end of the year is upon us, so instead of the usual weekly market recap, I offer this metaphor to end the month. Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The...

Our Fiduciary Oath and Code of Ethics

Gordon Achtermann

Friday, December 11, 2020

My Fiduciary Oath Potential clients sometimes wonder about the difference between a 100% fiduciary (like me) vs. a part-time fiduciary (also known as a fee-based advisor). As your 100% fiduciary my oath and code of ethics applies all...

Notes Along the Path December 2020

Gordon Achtermann

Monday, December 7, 2020

December 7th, 2020 Dear Friends, Welcome to another edition of Notes Along the Path! As always, I hope you will consider sharing this with someone you know who might be asking themselves (or you) questions about their financial picture...

Notes Along the Path November 2020

Gordon Achtermann

Friday, November 6, 2020

Dear Friends, Welcome to another edition of Notes Along the Path! November 6, 2020. Thoughts on the election aftermath and outlook, October 2020 market performance, and 7 financial planning steps you can implement today.

Notes Along the Path October 2020

Gordon Achtermann

Friday, October 9, 2020

Dear Friends, Welcome! I hope you may benefit from this month's edition of Notes Along the Path. For those of you that are existing clients, I hope you will consider sharing this with someone you know who might be asking themselves...

Notes Along the Path. Today we will be discussing: Gordon Achtermann quoated in the News, My Publications, Latest Market Commentary: Recession and Rally - Together Like Never Before, A Personal Reflection of Preparing for College

This may be my longest issue in a while, so feel free to skip to your top priority first. Today we will be discussing: My IBD article, The State of Our Nation: economic & market commentary, Roth IRAs, August 31 rollover deadline...

Today we will be discussing July 4th Celebrations, The Swoosh: economic & market commentary, Lessons from the pandemic (so far)...

Since beginning Your Best Path Financial Planning, I have learned that what clients want is to SEE their finances better. To me, this means I must Simplify for them, Educate them, andEmpower them. To that end, the set of principals...

Let's Fix this: Less Than Half of You Know, Before Retirement, How Much Social Security You Are Going to Get. Researchers at the University of Michigan Retirement and Disability Research Center found that more than 50% of their sample...

I cannot remember a time when I've seen such a wide disparity between what is happening in the economy and what is happening in the stock market. As I explained last month, much of what is happening is the achievement (fault?) of the Fed...

Whatever it takes. Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me. It will be enough. Wait, did Fed Chief Jerome Powell really say that? No, he didn't, but the Fed's actions seem to have...

Today we will be discussing: Covid-19 Status and outlook, March market review, First, an admission. I was quite wrong about the virus. My initial take at the end of February was that it would likely be contained. That was before I knew...

Click HERE to download your printable PDF of the Key Planning and Investment Deadlines for Spring 2020. Thank you for being a client or for taking interest and giving me a chance to win your business. I value your trust and the...

Your Best Path Financial Planning is happy to announce that we are now a Green America certified business! Green America is one of the largest marketplaces in the US for people to find green business. For decades I have been a proud...

Our topics this month are: The SECURE Act, January Market Review and Current Outlook. As 2019 came to a close, the President signed into law a sweeping series of...

Our topics are: Your Best Path In the Media, What moved markets in 2019. As some of you you know by now, reporters often reach out...