Breakwater Financial is a fee-only financial planning firm and Registered Investment Advisor. We are proud to be held to the fiduciary standard when advising our clients. We feel strongly that financial planning should be accessible to everyone, this is why we offer financial advice on an hourly, fixed fee or full-service basis. At Breakwater Financial, we believe that financial planning has the power to change lives.
We are still deeply in the midst of the fight against the coronavirus. Even so, I believe now is a good time to reflect on the financial planning decisions we made long before the pandemic began. Those plans and decisions helped many of us weather this time with lower stress, greater confidence, and a calmness that is reserved for those who plan ahead.
The coronavirus has been a difficult time for most of us and utterly tragic for some of us. However, as...
The stock market's robust recovery from its March low has certainly come as a welcome surprise. And it's an important reminder of how difficult it is to predict the direction of the markets, even when the situation seems dire and obvious. Likewise, we don't want to guess if this market recovery is "real" and here to stay, or if it's simply an over correction.
As of Friday's market close, the S&P 500 has returned over 40% since it...
As of today, the US stock markets have dipped into what is defined as a bear market. A bear market simply means that the market is down 20% or more from its highest point. It is important to remember that the term bear market tells us nothing about where we are going, it only tells us where we are right now. In other words, it is not a predictor of what may or may not happen next. Consider that in late 2018 the markets dipped quickly and were just shy of being labeled a bear...
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