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Total: 50 results found.

What's a Mutual Fund?

Created on Tuesday, 15 January 2019. Posted in Content/our blog

... of stocks and bonds, helping you stay diversified. The mutual fund "passes through" income it receives to shareholders throughout the year. Stock funds do this quarterly and bonds funds pay monthly. ...

Quarterly Update

Created on Tuesday, 08 January 2019. Posted in Content/our blog

... to stick to your plan and trust that it will play out well over time. This, as always, will provide your best chance for success. Have questions? Ask me. I can help.  ...

Happy Holidays

Created on Tuesday, 18 December 2018. Posted in Content/our blog

... for the next five years, or maybe you're willing to gamble a bit that interest rates will stay low or even decline in the future. Maybe you need a lower monthly payment to help make your first home more ...

Don't Believe the Hype

Created on Tuesday, 11 December 2018. Posted in Content/our blog

... seemed borderline irresponsible and helped stoke the volatility fires last week. Continue reading... But if the more important curves happen to invert and their predictive power holds true, when ...

Round Three

Created on Tuesday, 04 December 2018. Posted in Content/our blog

... summary of the YouGov report... https://today.yougov.com/topics/finance/articles-reports/2018/02/27/americans-confident-financial-terms-mean Have questions? Ask me. I can help.  ...

More Definitions

Created on Tuesday, 27 November 2018. Posted in Content/our blog

... a few paragraphs, but I'll try. Asset allocation is a strategy that helps determine your investment return and the downside risk you'll have to endure to get it. Since more risk equals more return (and ...

Happy Thanksgiving

Created on Tuesday, 20 November 2018. Posted in Content/our blog

... it's helpful to get a sense for where we are as a country. Earlier this year research firm YouGov surveyed about 1,200 American adults to gauge awareness of 35 financial terms. Folks have a decent understanding ...

Looking for Clarity

Created on Monday, 12 November 2018. Posted in Content/our blog

... is to show a side-by-side comparison of the services available, conflicts of interest, details about fees, and other information. The goal being to help investors make better informed decisions about which ...

Picking Out the Good Stuff

Created on Monday, 05 November 2018. Posted in Content/our blog

...  https://www.cdc.gov/cpr/zombie/index.htm?CDC_AA_refVal=https%3A%2F%2Fwww.cdc.gov%2Fcpr%2Fzombies.htm Have questions? Ask me. I can help.  ...

The Search for Silver Linings

Created on Monday, 29 October 2018. Posted in Content/our blog

... the Fed continue raising rates it would likely lead to more market volatility even as the economy grows. For me, in times of market stress it's helpful to fall back on the investing fundamentals of controlling ...

Updates to Social Security & Medicare

Created on Tuesday, 23 October 2018. Posted in Content/our blog

... providing education. Here's a factsheet from the SSA detailing the changes for 2019. https://www.ssa.gov/news/press/factsheets/colafacts2019.pdf Have questions? Ask me. I can help.  ...

Volatility is Normal

Created on Monday, 15 October 2018. Posted in Content/our blog

... Ask me. I can help.  ...

The Expectations Game

Created on Monday, 08 October 2018. Posted in Content/our blog

... expectations. Proper expectations alongside the appropriate perception can help you stay the course and may improve your wealth and well-being. Have questions? Ask me. I can help.  ...

Quarterly Update

Created on Monday, 01 October 2018. Posted in Content/our blog

... economic cycle presents itself and volatility rears up again. Have questions? Ask me. I can help.  ...

A Couple of Updates

Created on Monday, 24 September 2018. Posted in Content/our blog

... honor and pleasure to serve you. Thanks for your business. Have questions? Ask me. I can help.  ...

A Trip Down Memory Lane

Created on Monday, 17 September 2018. Posted in Content/our blog

... cost, allocation, and rebalancing are critical to investing successfully over a long period of time. Let's look at the latter two and how they would have helped us get through 2008 in one piece. Here's ...

What’s with Emerging Markets?

Created on Tuesday, 11 September 2018. Posted in Content/our blog

... come into play. Here's a link to MSCI's page for it's EM index if you'd like to read more. https://www.msci.com/emerging-markets Have questions? Ask me. I can help.  ...

CDs Versus Bonds

Created on Tuesday, 04 September 2018. Posted in Content/our blog

... you want both, just in the right places! Have questions? Ask me. I can help.  ...

What to Know About Blockchain

Created on Monday, 27 August 2018. Posted in Content/our blog

... primer on blockchain from consulting firm, Deloitte: https://www2.deloitte.com/content/dam/insights/us/articles/4436_Blockchain-primer/figures/4436_fig1.png Have questions? Ask me. I can help.  ...

Stashing Cash

Created on Tuesday, 21 August 2018. Posted in Content/our blog

... had been kept low by the Federal Reserve to help stimulate the economy. The government wanted to force folks to spend by keeping yields on deposits well below the inflation rate, essentially making it ...