Sign up
to Receive Chalk Talk

chalk talk

Markets Reward Discipline

We heard the questions.  We read the headlines.  We watched the “Talking Heads” make their predictions on TV.  And amidst all of the noise about inflation, labor shortages, and global unrest, it’s easy to get anxious, and anxiety makes it difficult to stick to your financial plan. But we’ve also seen how history tells a […]
» Read More

Your Amazing Perseverance

Dear Valued Financial Coach Clients, Congratulations! You deserve to be recognized for doing it the right way. Financial Coach, like most businesses these days, is operating remotely.  With our office closed, each team member is trying to adjust to this reality while staying connected to our clients and their financial plans.  Each morning at 10:00 […]
» Read More

Stock Prices, Oil Prices, Pandemic Concerns

Financial Coach – March 10, 2020 Yesterday — March 9 — was the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09. It is a thing of the most wonderful irony that the world has elected to celebrate this iconic anniversary with – you guessed it […]
» Read More

top plays

Positive Vibes

by Kevin Janiec CFP®, MBA Positive Coach Update Throughout Owen’s first season as an Assistant Coach with the Downingtown East High School Boys Lacrosse team, it was exciting to have a “behind the scenes view” of the big wins and the tough losses.  Although the D East Cougars’ journey ended in the second round of […]
» Read More

Your non-financial retirement plan

By Owen Mulhern, CFP® Why is it so important to plan for your retirement?  Well, you might expect that the rest of my thoughts on this often discussed subject would center upon the various financial and money elements of your plan.  Certainly, there is an exhaustive array of articles, books, and podcasts addressing the financial dos […]
» Read More

Positive Vibes

by Kevin Janiec CFP®, MBA Positive Team Update Jeff and Melissa Mastronardo celebrated 15 years of marriage this month in Key West. State Champs Our very own Will Traynor and Malvern Prep Boys’ Hockey Team win Class-3A State Championship. Congrats to my alma mater, West Chester East, for also taking home the Class A State […]
» Read More