by Springwater Wealth | Mar 20, 2020 | Investment Management, Newsletter, Retirement Concerns, Wealth Management
The Coronavirus pandemic continues to sweep the globe, investors are worried about economic performance in the near-term, and the stock market is responding accordingly. The last week has seen two of the worst days for US stocks since the Great Depression. On March 12...
by Springwater Wealth | Jan 8, 2020 | Newsletter
If you’ve had a chance to review your portfolio’s performance for 2019, you’re probably pretty happy. Or, at least you should be… The stock market turned in a stellar performance. In fact, as you can see below, almost every major asset class finished with positive...
by Springwater Wealth | Oct 29, 2019 | Newsletter
Very few among us remember what happened on this day in 1929. It was “Black Tuesday”, and the stock market dropped by 12% that day. The stock market’s slide had begun a few days earlier on October 24, but it accelerated until the “crash” on the 29th. The stock market...
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 | Sep 24, 2019 | Newsletter
We occasionally part ways with clients, and the reasons for doing so vary. Some move away and prefer to find a new advisor closer to where they live. Some pass away. Some realize after some time that we’re not a “good fit” for them. While we never like to lose...
