From Our President, Hot Topics

Difference Between Investing & Speculating: Part 2

...investing and even in some cases it could be considered investing.  But today I am going to focus on real-world,...

From Our President, How to Invest

Difference Between Investing and Speculating Part 1: Video Blog

https://youtu.be/M4t4cKxaSi4 Learn the difference between investing and speculating in this video blog featuring Andrew Rosen of Diversified....

From Our President, How to Invest

Difference Between Investing & Speculating Part 1

...difference is, all investing is not speculation.  Let me explain why speculating is starkly different than investing.  When we speculate,...

nft From Our President, Hot Topics

What The NFT?!

...people want in at the ground level.  It is like a baseball trading card marketplace for everything digital. Is there...

From Our President, Hot Topics

Those That Don’t Know the Past Are Doomed to Repeat It: Investment Lessons from COVID-19

...my favorite sayings, as it pertains to investing, is ‘Investing works, Investors don’t.’ If you stayed invested last year, you...

From Our President, Helpful Advice, Retirement Planning

To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}

...isn’t binary; it isn’t an option: A) investing or option B) overpaying. There are other issues at play, such as...

Market Update

Weekly Market Recap – Inflation Concerns Drive Choppy Week

...investing. With OPEC announcing that production would remain steady through April, the price of crude oil jumped to $66 per...

From Our President, Helpful Advice, Personal Growth

What Your Kids or Grandkids Wonder About Finances

...or parents. Family wealth planning should include just that… family! The real question at hand is, what do kids want...

Financial Facts, From Our President, Helpful Advice, How to Invest

When Should I Be Investing in The Markets?

...rising, regardless of what’s going on economically or politically. So, remember what you’re actually buying. Investing is a continuum, not...

what i learned in 2020 From Our President, Personal Growth, Post Retirement Tips

Lessons from 2020: What I Learned in 2020 Part 2

...to enjoy!  What did you learn this past year about your wealth? I’d love for any and all feedback. As...

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