The Pros and Cons of Investing in Mutual Funds
Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it,” most investors...
A Healthy Investment Portfolio in 5 Steps
We all know that it’s important to be healthy physically and mentally (whether we are or not healthy both physically and mentally is two different...
Is Anyone Managing Your 401(k)?
Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to...
Celebrating 529 Day & Teacher Appreciation
This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th. 529 Day (529 college...
Deciphering Cryptocurrency
One of my life’s great regrets was not buying Bitcoin in 2011, when it was worth just 40 cents. I knew about Bitcoin early on...
Did You Miss The Stock Market’s “Trump Bump”?
Okay, admit it. Whether you’re an ardent supporter or never-Trumper, weren’t you a little nervous Donald Trump’s victory would cause the markets to crash? My...
Are New Stock Market Highs a Concern?
With many stock indexes such as the Dow Jones Industrial Average and the S&P 500 hitting new market highs, some investors may be nervous that...
What If Financial Planning Is Really About Uncertainty?
If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola,...
Squirrel: The Intelligent Investor
These have not been ordinary times. Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low...
Trump and Your Investment Portfolio
Election 2016 is finally over. Chances are, you woke up on November 9 feeling either elated or discouraged. Whether your candidate won or lost, I...
