How to Invest, Helpful Advice, From Our President
Did You Miss It? July’s Market High
...been investing, has never had a worse first 6 months in their investing life. Ouch! Not to say it was...
How to Invest, From Our President
I Still Can’t Eat Mac N’ Cheese: Biases In Thinking And Decision Making
...points as they are relevant to so many of us in our current investing behavior. Let me explain, shall I?...
From Our President, Personal Growth
What’s With All These Mergers and Acquisitions?
...to each part of their clients’ lives (marketing, operations, investing, etc). In addition, we have a tax firm, and insurance...
How to Invest, From Our President
Critical Reminder During Tough Times
...investing is goal-focused and planning driven. All failed lifetime investing is market-focused and current events-driven. I infer from that 2...
Market Update
Global Markets Fall Again on Persistent Inflation and Bearish Sentiment
...last week. He was originally appointed by President Trump in 2018 and selected to continue his role by the current...
Helpful Advice, Home Buying, Banking, From Our President
Mortgage Rates: What Just Happened?
...Do you start to overpay your mortgage more than investing? Now, this is an extremely circumstantial question as everyone’s situation...
How to Invest, From Our President
Bond Investing in a Rising Interest Rate Environment
https://youtube.com/watch?v=21lyTpM-Md8 Bond Investing We all know bonds as a lower risk/volatile investment to their kid brother stocks. What most people...
Retirement Planning, Helpful Advice, From Our President
Loss Aversion: Don’t Let Cognitive Biases Influence Your Retirement Accounts
...do, particularly when they seemingly make decisions that do not benefit them financially. For example, behavioral economics gives us a...
Helpful Advice, From Our President
Compound Interest: Job Edition
...when it comes to investing. So, if I earn 9% on my money it doubles every 8 years. It is...
Market Update
Markets Continue to Struggle With Rates and Geopolitical at Center Stage
...face of an uncertain pandemic, and I would urge investors to approach any major geopolitical events in the same fashion...
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