Katherine Fox 1/12/24 Katherine Fox 1/12/24

Why everyone was wrong about the stock market in 2023 and what it means for 2024

Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Watch this easy-to-digest 7-minute recap covering:

What happened in 2023 and why everyone was wrong
What experts are expecting in 2024
Why I don't put too much stock in expert opinions
3 essential financial planning tasks for January 2024

Katherine Fox 9/26/23 Katherine Fox 9/26/23

5 Ways a Financial Advisor can help you Plan for Inherited Wealth

Hiring a financial advisor to help with your inheritance can have benefits beyond deciding what to do with inherited wealth. A financial advisor can help you get your current money situation organized and identify areas of concern that should be addressed before an inheritance arrives.

Katherine Fox 12/27/22 Katherine Fox 12/27/22

10 Questions for Financial Advisors

Are you overwhelmed trying to choose a new financial advisor? Read here for 10 questions to ask prospective advisors and explanations why each question matters for you and your financial future.

Katherine Fox 12/6/22 Katherine Fox 12/6/22

Managing Concentrated Stock Positions

Sunnybranch’s guide to the benefits and risks of concentrated stock positions and how to build a plan to sell or diversify a large stock position.

Katherine Fox 11/2/22 Katherine Fox 11/2/22

What is a Yield Curve Inversion?

Investors and the financial media got excited when yields on the 10-year Treasury Note and 3-month Treasury Bill inverted. In this video, I break down what Treasury yields mean, what a yield curve inversion is, and why anyone cares when this happens.

(8 minute video with full transcript)