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Jim Kantowski, CFP®, CPA

Jim Kantowski, CFP®, CPA
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Recent Posts

How to Build a Crisis-Ready Portfolio

Posted by Jim Kantowski, CFP®, CPA on May 20, 2020
Over the last 20 years, we have endured three crises that have impacted our lives and our portfolios: the Tech Bubble, the Housing Bubble and Crash of 2008, and now COVID-19. We are often asked what to do during times like this, but the reality is that your ...
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Topics: Financial Planning, Investment News

Quarterly Market Review - 2020, Q1

Posted by Jim Kantowski, CFP®, CPA on April 07, 2020
As the 1st Quarter of 2020 comes to a close the uncertainty of the spread of the new coronavirus is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.
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Topics: Investment News

6 Best Strategies to Work Through the Crisis

Posted by Jim Kantowski, CFP®, CPA on March 24, 2020
“Am I going to be all right?” This question is what most people are trying to answer in the midst of current events. That’s completely understandable. That makes you human.
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Quarterly Market Review - 2019, Q3

Posted by Jim Kantowski, CFP®, CPA on October 18, 2019
 
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Topics: Investment News

What does a Yield Curve Inversion mean for Investors?

Posted by Jim Kantowski, CFP®, CPA on August 21, 2019
Bond yield curves change as markets digest new information. Does an inverted yield curve tell investors anything meaningful about the timing and direction of equity market moves? What is a yield curve, and why are stock investors ...
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Topics: Investment News

Quarterly Market Review - 2019, Q2

Posted by Jim Kantowski, CFP®, CPA on July 05, 2019
 
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Topics: Investment News

Q1 Market Performance - 2019

Posted by Jim Kantowski, CFP®, CPA on April 16, 2019
After experiencing significant losses in the 4th Quarter of 2018, investors that maintained discipline and patience benefited from a significant recovery during the first quarter of 2019. Equity markets delivered positive returns; the S&P 500, ...
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Topics: Financial Planning, Investment News

Déjà Vu All Over Again

Posted by Jim Kantowski, CFP®, CPA on March 19, 2019
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on ...
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Topics: Investment News

Preparing for Race Day

Posted by Jim Kantowski, CFP®, CPA on February 27, 2019
 
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Topics: Financial Planning

Why Should you Diversify?

Posted by Jim Kantowski, CFP®, CPA on February 04, 2019
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the ...
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Topics: Financial Planning, Investment News