So You Have a 401(k), Now What? [12 Steps to Ensure Success]
...are comfortable doing so yourself. Automatic Rebalancing – Once you’ve selected your desired investment options and percentage allocations, you’ll begin...
Those that Don’t Know History are Destined to Repeat it!
...handled incorrectly, it can be the source of angst and frustration. Investing is a big part of financial planning. Over...
A Breakdown of Bonds: Positives & Negatives
...of stock investing. That’s a powerful tool to utilize! Without proper understanding and guidance; however, you may find yourself in...
Your Savings Assessment Test [Where do you Score?]
...8: Maxing out Employer Sponsored Retirement Plan Savings and Investing in a Non-Retirement Plan. If you are starting to feel...
Stocks 101
...a series of blogs on the very basics of investing! To start at the beginning, the first topic on my...
Target Date Funds: Why I’m not a Fan
...recommend them for clients. I believe these generally have more negative (vs. positive) repercussions. With this blog, I’d like to...
6 Hacks to Automate Your Financial Life
...month.” What if you reprioritized your finances and started investing on a monthly basis first? Then whatever is leftover at...
6 Lessons Learned From the Worst Dow Plunge Ever
...is on me! Lesson 6: Investing is a long game. Intelligent investing doesn’t focus on the short game. Recognize you...
Retrain Your Thinking: Stocks Vs. Real Estate
I find it interesting so many of us have strong opinions concerning stock investments vs. real estate investments. Personally, I...
Here a Bit, There a Bit, Everywhere a Bitcoin
...my friends Bitcoin resume when I asked him? “Andrew I’ve read a lot of articles on it”. The second warning...
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