Best of the Blog: 2022

December 26, 2022

It’s that time of year when the “best of” lists start coming out of the woodwork.

These kinds of lists are subjective, so I used three different measurements to gauge what the public found most interesting.

Would you do just one thing for us? Would you share the post you found most helpful on your socials?

And if you haven’t signed up for our weekly mailing list, please do so here.

Without further ado here are links to and snippets from the top three posts:

MOST ENGAGED ON FACEBOOK: The Stock Market, The Mid-Terms, & Your Investment Decisions

“After being an advisor for nearly a decade and a half, I’ve learned one thing about people’s opinion on where the market might be headed—it’s wed to their politics.

If their political party is in or on the way in, they are bullish. If their political party is out or on the way out, they are bearish.

Most admit that they don’t know where the market is headed. It’s just that their general outlook is often formed more by whether their political party is in power than say…how much money companies inside the stock market index are making.

I’ve written before that the stock market doesn’t care about your politics, but that post was mainly about presidents. What is the relationship between the stock market and the mid-terms?” 


“Parents do their best to teach their kids courage - a virtue worthy of life implementation.

As we know, an act of courage is not fearless. The very definition of courage has fear embedded within it. Merriam-Webster defines it as a “mental or moral strength to venture, persevere, and withstand danger, fear, and difficulty.”

Unfortunately, some of us who may be quite courageous people in other spheres of life do not apply that virtue to finances. We fail to act in risk and settle for safety.

We see risk as a scary green monster to be avoided at all costs. We treat safety alone as wisdom.

Wisdom, though, is courageous…”

MOST READ EMAIL: End of the Year Financial Review

“As the year winds down, it’s a good time to reflect and consider actions that may need to be taken financially before year end.

We all know it’s been a tough year for stocks and bonds. It’s likely that your portfolio is not looking as green as it did the last several years before. This is never enjoyable to experience, but volatility is normal and remains the subscription price of investing.

You and I can’t control financial markets, but here are some things you can act on pre-2023…”

Thank you for reading!