Andrew Scheffer - Core Planning

05/04/2026

Subjective well-being has gained increasing attention in both academic research and policymaking, leading to a growing body of literature examining its determinants. Yet, factors affecting the subjective well-being of older adults have remained underexplored. This study investigates the impact of so...

04/18/2025

Panic sells. Patience builds wealth.

When markets plummeted, David faced the ultimate investor test: sell to prevent losses or stay the course?

Unlike many who surrender to EMOTIONAL decision-making, he recognized the trap. He waited.

After recovery restored his portfolio value, he STRATEGICALLY reduced risk from strength, not fear.

What financial decision has tested your emotional discipline lately?

03/31/2025

Answer a few questions and gain clarity...

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04/04/2024

09/12/2022

Markets are often unpredictable and there have been plenty of surprises in 2022. In this week’s Market Wrap, we take a look at expectations versus reality, evaluating the trends that have played out this year and what they might signal about the path ahead.

A summary of last week's market highlights and economic news.

09/05/2022

This past week, we saw equity markets fall, bond yields rise, and commodities sell-off as concerns around global demand heightened once more. Markets are now forecasting a 75 basis-point (0.75%) rate hike at the September FOMC meeting and a terminal fed funds rate of close to 4.0%, with any rate cut expectations removed from mid-2023 forecasts. However, while the near-term may be volatile, we see a case for markets to stabilize heading into year-end, driven by two key factors: midterm elections and a potential Fed pause by year-end.

A summary of last week's market highlights and economic news.