We wrap up the third quarter of 2021 today. While the market has been strong on a year-to-date basis, the last month has certainly seen more volatility than the last year or so. That doesn’t mean it’s time to run for the hills. Just a reminder – volatility in the market is normal.
Here’s what I’ve been reading this morning:
- As advisors and financial planners, we want to help as many people as possible, even if that means doing so on a pro bono basis. Blair writes here about a really great thing her and a couple coworkers did pro bono for mothers impacted by the pandemic.
- When should I buy? When should I sell? These are the seemingly simple questions that make investing so interesting (and hard). In this week’s video, Casey raises some questions and offers guidance to help folks not overlook the sell side of the investment decision making process.
- A link round-up inside of a link round-up? Link-ception? Phil does a great job curating some of the best investment research in his September edition of The Paper Trail. Plenty to dig into here!
- While estate PLANNING is something everybody should participate in, worrying about paying estate TAXES is probably not for you. This article outlines how just 0.2% of people actually had to pay estate taxes in recent years.