Bonds that Go Boom
Let’s talk about bonds! You scarcely hear or read much about bonds. The stock market, especially in recent days with the Brexit, grabs the headlines...
“Brexit” and The Markets Volatility: Should You Buy or Sell?
Britain’s decision to leave the EU – has recently caused some worries which have negatively affected the world’s financial markets to start the 2016 summer. ...
Dissecting the Exchange Traded Fund
The Exchange Traded Fund marketplace has grown exponentially over the last 10 years. Almost 2,000 ETF’s are currently available with hundreds more in registration. In...
Financial Planning – Stay the Course
An invested portfolio is never a stagnant one. This may seem like a ridiculous thing to say out loud—of course it isn’t stagnant, we want...
Investors Hungering for an Inside Scoop
It’s sooooo NOISY out there! People don’t have a good intuitive sense of how to weigh new information in light of what they already know. They...
Market Volatility Is Nothing New
I’m tasked with writing financial articles for many internet sites and even a few publications. I find this responsibility very taxing. Not because I find...
The Market Makes You Nervous? – How to Get a Grip on Retirement Planning
Who doesn’t get nervous about what the markets are doing? The reality is this: There is so much anxiety about market fluctuations that mental health...
Are Your Investment Assets in the Right Location?
The old saying “It isn’t what you make, it is what you keep” is at the core of building an effective wealth management plan to...
Teacher Appreciation and 529 Day
This past week was National Teacher Appreciation Week and National Teacher Appreciation Day. 529 Day (529 college savings plans) is Sun., May 29th. These two financial awareness topics...
Why Women are Excellent Investors!
Women are different than men. As a Certified Financial Planner® this holds true in the investment world. Women are faced with unique challenges as they...
