Mar 18, 2019
So you want to buy a house? Just make sure to take the time to make sure it’s your dream home—not a financial nightmare. Let’s bust some myths about real estate, shall we? Myth 1 – “Renting is throwing money away. I could own a home for the price I pay in rent.” This...
Feb 19, 2019
It’s time to have a talk. The “what are we doing here?” talk. But this time, instead of sitting down with your significant other to talk about your relationship with each other, it’s time to have “the talk” about your relationship with money. We understand that...
Jan 22, 2019
A “dead cat bounce” is a temporary recovery from a decline in equity markets. Downtrends are interrupted by brief periods of recovery — small rallies — when prices temporarily rise. The term is based on the notion that even a dead cat will bounce if it falls far and...
Dec 14, 2018
This article originally appeared in Chrysalis Institute’s “Words for the Journey” newsletter. Author Roberta Keller is both the CEO of Alexis Advisors and Treasurer on the Chrysalis Institute’s board of directors. The Dalai Lama, when asked what surprised him most...
Nov 19, 2018
‘Tis the season for hot cocoa, holiday festivities, and getting your financial ducks in a row. Here is Alexis Advisors’ year-end checklist to help you plan ahead while looking back on another year passed. 1. Schedule a meeting with your financial advisor...
Oct 29, 2018
Recent selling has been relentless, with the S&P 500 index down -8.7% since the start of October, and about flat for the year. The index remains on track for its worst month since 2010. Global equities (US and international) have lost almost $8 trillion of value...
