Markets are in turmoil, should you get out (or get in)? When the financial markets are in turmoil and account balances start to fall, there can be a strong temptation to ask your financial advisor to “do something” to stem any perceived losses. Yet it is often the...
It’s understandable to have concerns about market volatility and its effect on your portfolio. The situation in the markets is certainly different this time. However, so far, it follows a pattern we’ve seen many times before and have successfully navigated over the...
PlumTree Financial Planning was designed to provide a different type of financial plan. We specialize in helping young professionals and their families make smart financial decisions and build plans to reach their goals. Our work together is collaborative. We start by...