by Springwater Wealth | Jun 21, 2022 | Investment Management, Wealth Management
Investing in the markets can be unnerving at times. At the time of this writing, the broader US stock market is in a “bear market” – down at least 20% from its most recent high – and the tech-heavy Nasdaq index is down over 34%. Looking back over time, we can see that...
by Springwater Wealth | Oct 22, 2020 | Financial Planning, Investment Management, Retirement Plans, Wealth Management
As a young professional, your career is taking off, your income is steadily growing, and you’re probably looking for ways to save for your important future goals – starting a family or saving for college, buying a first home or perhaps a vacation retreat and, of...
by Springwater Wealth | Oct 17, 2019 | Newsletter
From time to time, prospective clients reach out to us because they’ve grown dissatisfied with their current investment advisor or money manager. This can be because they don’t agree with the advisor’s investment management approach (more on this below), the manager...
by Springwater Wealth | Oct 2, 2018 | Newsletter
A few weeks ago, we provided a brief introduction to the concept of investment “alpha.” Now that school has resumed across the country, we’ll turn our attention to the next letter in the Greek alphabet, “beta.” You’ll recall that alpha (denoted by the symbol α) is a...
by Springwater Wealth | Aug 14, 2018 | Newsletter
Summer is beginning to wind down and kids will be returning to school over the next several weeks. It’s probably a good time for those of us no longer in school to review the alphabet. However, we will do so in the context of investing. We will start at the beginning...