Shane Quinlan- Financial Planner

11/22/2021

Time in the market is better than timing the market!

If you’d like a free guide explaining this principle, send me a DM and I’ll be happy to provide one.

09/28/2021

Embrace Diversification!

Clarence Crane invented Life Savers in 1912. He manufactured only one flavor of Life Savers: Pep-O-Mint. In 1913, Crane was approached by Edward J. Noble. Noble suggested that offering different flavors of Life Savers would attract more customers.

Crane wasn’t interested in the concept but agreed to sell the Life Savers business to Noble for $2,900. In his lifetime, Noble went on to develop a billion dollar business manufacturing different flavored Life Savers. By diversifying his product, he appealed to more people and protected his business from the risk of one flavor losing popularity. Diversification has the potential to work with investments, too. Spread the risk to help protect your potential rewards!

06/14/2021

As you begin to approach retirement, it's important to be checking in on your financial plan to be sure you're addressing any potential shortfalls you may have.

This article from LPL Financial helps to highlight some common shortfalls and what you can do to shore them up.

How to address retirement savings that aren't stacking up.

04/13/2021

Is your portfolio prepared for inflation?

This article from AllianceBernstein covers a variety of topics for each asset class and how each might fare during an inflationary period.

Inflation isn't always something to be worried about, but it is something to be prepared for! If you haven't conducted a portfolio review in some time, now could be a great opportunity to do so!

It's been a long time since investors have had to worry about inflation. But a strong economic rebound from the pandemic could trigger higher inflation, requiring investors to think about portfolio adjustments and to reconsider some asset classes shunned over the last decade. People tend to think ab...

03/30/2021

Estate Planning is such a vital part to not just a financial plan, but an overall life plan.

This short article gives a few helpful tips on how to get started and continue on the path of a successful plan.

Tips for organizing your estate to preserve your assets for your designated beneficiaries.