Banking, From Our President, Helpful Advice, How to Invest

What to Do with the Children’s Savings Accounts?

...it’s a really fun way to get your kids comfortable with the investing landscape early on, as in my experience...

Financial Facts, From Our President, Post Retirement Tips

Not All Risk Is Created Equal

Risk is a personal (and funky) thing when it comes to investing. Generally, it’s formulated with years of experience (good,...

From Our President, Hot Topics, How to Invest

Markets Hit an All Time High, What Did You Learn? {Because Here’s My Top 10}

...has returned to all-time highs. This is simply a fact. If you’re investing in the biggest, most successful, and greediest...

From Our President, Helpful Advice

Top 20 Things Worth the Money (Moolah)

...costs with savings on furniture. Redoing any room is never cheap, but if you aren’t gifted in design and have...

the risk is the reward Financial Facts, From Our President

Risk Is the Reward

...businesses, stock market investing, real estate, and any other investing in my opinion. So next time you consider taking a...

From Our President, Helpful Advice, How to Invest

Cash or Invest: That Is the Question

...cons to both. Here’s how I’ve framed the conversation to hopefully get the best answer. What are the Pros and...

From Our President, Hot Topics, Retirement Planning

Did You Miss It?

...in a while, you could miss it.” Andrew Rosen says, “The stock market moves pretty fast. If you stop investing...

Financial Facts, From Our President, How to Invest

The 4 Types of Investors in a Market Downturn

...uncertainty, you get a real look into a person’s investing soul. You get to see how they react to adversity....

Financial Facts, From Our President, How to Invest

Stocks: A Few Reminders

...normalize again? I see no evidence otherwise. This is what we expect when investing in stocks, right? Anyone that’s ever...

Financial Facts, From Our President, Retirement Planning

Dollar Cost Averaging – What is DCA?

...it in the first place? DCA The bottom line is, DCA is a way of investing ones money. Only, instead...

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