Carrigg Wealth Advisors

Blog

5 ideas to get your long-term portfolio back on track.

I panicked in March/April! Now what do I do?
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Market Volatility and Risk Tolerance

Rob discusses market volatility and risk tolerance in his latest video update.
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Video Commentary May 12, 2020

Watch Rob's latest video regarding his thoughts on the market.
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OK….so now what?

No one knows what lies ahead for the planet, never mind the market, in a Shelter-in-Place, Covid-19 world, but here are a few thoughts:
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3 things to consider doing right now with your portfolio.

No one alive can say they have lived through anything like the current hysteria surrounding Coronavirus.
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5 Lessons I learned from surviving the financial crisis of 2008/09

The recent market volatility and pull back of roughly 15% from the peak value of the stock market, is likely NOT the start of another Great Recession.
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Is your financial advisor a true professional, or just a good salesperson?

In my 25 years in the financial advisory world, I have seen the industry evolve from one of sales people and products, to a true profession.
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The stock market? It’s just a giant casino!

While there can be some similarities between investing and gambling, when done properly, investing over the long term...
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5 life impacting decisions to discuss with your financial advisor

I am a firm believer that good financial advisors help clients make important financial and life decisions.
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You're the Man...

 If you watch cable news channels, you’ve seen the ads. Family man, can’t sleep, working from home in a modern...
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Why the waiting game is often a gamble.

As a financial advisor, I work with clients with a range of financial strategies, and for a few, the strategy is waiting. And I’m not referring to waiting tables.
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Back to school

Why you might not want to use a 529 plan.   Back to school serves as a painful reminder to some parents that their kids aren’t getting any younger.  To some, this is a time to review the plans to pay for their kids’ future college tuitions.  Savings for college and perhaps using a 529 plan are all well intentioned, but sometimes I find parents should be focusing on other priorities.  Here are 3 reasons why you might NOT want to use a 529 plan to save for college
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Couple's Therapy

When working with couples and their money, I am often hear something like “Sorry, I know you’re not our marriage counselor.”  Though I’m certainly not trained as a couple’s therapist, I do recognize that one of the primary reasons why couples fight, or even get divorced, is over money.  I feel the role of a good financial advisor is sometimes to get both parties on the same financial page.  And, in a world of easy access to do it yourself investment p
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Keeping up with the Joneses? Stop! Stay away from the Joneses!

Helping clients not only understand their behavior in terms of spending, saving, and investing but also the why
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Congratulations, you’re rich. Now how do you stay rich?

Welcome to my new blog series written specifically for this in the top 5% of income earners
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To Pay the Fee, or Not Pay the Fee, That is the Question.

The Merits of Paying a Financial Advisor to Manage Long Term Oriented, Low Cost, Index-Based Portfolios
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