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Michelle Gessner

6 Financial Action Items to Wrap-Up 2022

December 12, 2022

To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil.  How will all the excitement… Read More

Categories: Investing

Are You In a Bad Mood or Are We In a Recession?

December 2, 2022

There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even… Read More

Categories: Investing

Investing is Personal – Be Patient

November 15, 2022

So far in our investment basics series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in… Read More

Categories: Investing

Understanding Stocks: The Price You Pay Matters

November 3, 2022

In our last piece, we described our marvelous markets and how to account for their being both robust and random at the same time. Today, we’ll look at how stock… Read More

Categories: Investing

Do I Really Need an Estate Plan? (And other questions for attorney Katherine Boyd)

October 18, 2022

When it comes to estate planning, several things usually happen: We put it at the end of our to-do list. We find it uncomfortable to deal with…so we don’t. We… Read More

Categories: Estate Planning

Where do Stock Market Returns REALLY Come From?

October 12, 2022

In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock… Read More

Categories: Investing

Combat Recency Bias: Focus on the Basics

October 7, 2022

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks… Read More

Categories: Investing

What Issues Should I Consider During a Recession or Market Correction?

October 3, 2022

recession

Will your cash flow be tight? Do you want to rebalance your investment and retirement accounts? Were you planning to retire in the near future? These are just a few… Read More

Categories: Estate Planning, Investing, Taxes Tags: recession

Remembering Summers Past: Don’t Fall into Recency Bias

September 19, 2022

recency bias

We’re not making light of this summer’s uncertainties. Inflation is real, and needs to be managed; we also can’t rule out the possibility we’ll still see stagflation and/or a recession… Read More

Categories: Investing

Market Timing: Are we predicting a happily-ever-after for 2022?

September 10, 2022

Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast July’s surprisingly strong market returns? It’s almost (but not really)… Read More

Categories: Investing

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