Video Library

I'm a planner by trade. I love putting together spreadsheets with precise estimates of inflation rates and returns on various asset classes. My spreadsheets generate precise numbers. And the one thing I know for certain about these numbers is that they will be wrong! So does that mean that doing planning is foolhardy? Not at all. Having a plan in place enables you to course correct when the inevitable bumps and changes along the road of life occur. The important thing is not to confuse your plan with certainty. Do you have a financial plan? If so, how have you found it to be valuable in recent years?

We humans crave certainty and the knowledge that everything will be okay. I'm Laura Rotter of True Abundance Advisors. And I do want to acknowledge that we're right now, living through a period of time of uncertainty. We don't know what the markets will do near term. We don't know if the economy is currently in a recession or is going into a recession and that can be very anxiety provoking for many of us. And so I'm hoping I could help you reframe this, to see this as a period of time of opportunity.

With so much talk about recession and inflation in the headlines, I thought you might be understandably nervous. In this video, I’ll be discussing what you can do when a recession seems imminent. One of the hardest parts of a recession, if it hits, is that you might be emotionally affected by the markets highs and lows. When you hit one of those low points, I want you to keep these three things in mind.

The U.S. tax code is not particularly fair. Among other things, it taxes capital gains at a lower rate than W-2 income, so it favors the wealthy over wage earners. There are ways to use the tax code to our advantage, however, especially during periods like this of market volatility and dislocation. I talk about tax loss harvesting in this video. Why not save some money on your taxes this year? Please reach out if you have any questions.

What behaviors do you practice when it comes to keeping up with the stock market, as well as other markets and investments? In this video I share some of my habits as a former Wall Street investor and cover the importance of following market trends and keeping a great portfolio.

I know you're feeling it. We all are. Prices are going up. The inflation rate reported in May was 8.6%. The highest it's been since the early eighties. You're wondering: What do I do? How do I respond to this increase in prices for so many things you pay for?