Student of the Market

1. Stocks have continued higher regardless of presidential party: As elections come up, we tend to get concerned about which party might be better for the market. Historically, the market Read More

Red, Blue & Green – Presidential Elections and Your Portfolio

With the US Presidential election two short weeks away, we thought it would be good to look at historical evidence on how the equity market has reacted over the last Read More

6 Ways a 529 Plan Works for You

It’s that time again, school bells are ringing, and higher education is calling once again. You are packing up your child to head to college… or your dining room table? Read More

Top 5 Provisions of the CARES Act

ECONOMIC IMPACT PAYMENTS Did you file 2018- or 2019-income tax returns? If so, you do not need to do anything else to receive your payment. $1,200 for an individual. Single Read More

Large and In Charge? Giant Firms atop Market Is Nothing New

A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description Read More

Under the Macroscope: When Stocks and the Economy Diverge

Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The Read More

How To Build Wealth in Bear Markets

Abrupt and cascading market sell-offs are uncomfortable even for the most seasoned long-term investors. The continuing tragic loss of life and expected economic fallout from COVID-19 has reminded us all Read More

Flat Fee Pricing Highlights Dreams, Not Decimals

Finances are complicated enough. Pricing financial advice shouldn’t be.  Should you pay more for financial advice simply because you have been more financially successful or been more diligent in saving Read More

Addressing COVID-19

At Columbus Street, we approach financial planning from a client-first perspective. It’s my fiduciary role to put your needs first while providing the transparency you expect from a certified financial Read More

10 Attributes of Great Financial Advisors

Not all financial advisors are created equal. Here are 10 qualities that all investors should expect. These attributes are the cornerstone of how Columbus Street Financial Planning creates long-lasting client Read More

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