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Blog

Shane Terry | Dec 2, 2021

December 2021 Client Letter - Holiday Resilience

Dear Valued Investor:

We hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Shane Terry | Dec 2, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Shane Terry | Dec 2, 2021

Living the Dream How to Plan for Your Ideal Retirement

retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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An exit sign in a modern office building
Shane Terry | Dec 2, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Shane Terry | Nov 4, 2021

November Client Letter - Many Reasons to be Thankful

Dear Valued Investor:

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving

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Shane Terry | Oct 7, 2021

October 2021 Client Letter

stock market
market commentary

Dear Valued Investor:

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is

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Stock
Shane Terry | Sep 14, 2021

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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Shane Terry | Sep 7, 2021

September 2021 Client Letter

retirement

Dear Valued Investor:

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with

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Businesswoman looking at her phone
Shane Terry | Aug 25, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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colleagues gathered around talking
Shane Terry | Aug 25, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Shane Terry | Aug 6, 2021

August 2021 Client Letter

market commentary

Dear Valued Investor:

Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity

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Shane Terry | Jul 27, 2021

LPL Financial Midyear Outlook 2021

lplfinancial_midyear_outlook2021.pdf
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Carlsbad CA 92010

Contact Info

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shane@terrywealth.com

     

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