Investing Archives - Prentice Financial Planning, LLC

Prepare for the Next Market Downturn

Posted on June 20, 2019December 7, 2021

With a negative yield curve, trade wars and slowing growth in the economy, a poll showed that majority of business economists believe we will enter a recession in the next 2 years (National Association for Business Economics). While this seems inevitable with the facts in front of us, there is no litmus test for a […]

Investing with Purpose

Posted on April 15, 2019December 7, 2021

What is the difference between investing and having a financial plan? While investing can be fun and invigorating, especially when everything is going well, there will inevitably be a time when performance suffers and this is when having a financial plan is critical. A financial plan provides a “purpose” to your investing. When we have […]

Control What You Can

Posted on December 14, 2018December 7, 2021

The pain being inflicted by a diversified set of asset classes in 2018 hasn’t been witnessed since Don Mclean’s American Pie was #1 on the Billboard charts. Ned Davis Research organizes assets into eight major categories from large US stocks to commodities and not one of them is slated to gain more than 5% for […]

Active vs Passive Investing Debate

Posted on August 8, 2018December 7, 2021

In my 13 year career as a financial planner I have not typically condemned certain products. All products have a purpose and if used in the correct situation for the correct person can add return or protection to a client’s plan. You may often hear people say you should never use annuities or you should […]

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