January 12, 2021
Fourth Quarter 2020 Investment Market Review
Take a look at our Fourth Quarter 2020 Investment Market Review. Download our free PDF.
November 4, 2020
What You Should Know About the Stock Market’s Response to The Election
The outcome of the presidential election, closer than most had predicted, appears to be headed for recounts and lawsuits.
October 7, 2020
Index Funds, Market Volatility, & More: Cut Through The Noise
On this weeks episode, we are going to answer common questions that we have been hearing throughout the month along with what is going on around the world.
October 7, 2020
Third Quarter 2020 Investment Market Review
Investors are best served by making decisions based on a preponderance of evidence. See the Third Quarter 2020 Investment Market Review.
September 29, 2020
How Should I Prepare for an Uncertain Election?
With the uncertainty of what will happen this November, it is important to remember sound principles and look to history for context.
September 22, 2020
Social Security: Should I Take Benefits While Working?
Should I take my retirement benefits early in order to take advantage of the program, given the uncertain future of Social Security?
September 15, 2020
An Alternative to Budgeting: A Proven And Sustainable Framework for Success
As an Alternative to Budgeting, the Live, Give, Owe, Grow exercise puts you in control and can help you pursue financial success
September 1, 2020
How Do Low Interest Rates Affect Retirement?
Interest rates have an impact, especially when we're talking about retirement planning, thus having the right plan is essential.
August 25, 2020
What Does a Stock Market “All Time High” NOT Mean?
With the market at an all-time high, knowing what this does not mean is vitally important. Here are 3 things to consider:
July 9, 2020
Real Estate vs. Stocks: Which is better?
Here are the "Pros and Con"s of real estate and stock investing and how to invest in order to grow your wealth and generate income down the road.
July 8, 2020
Second Quarter 2020 Investment Market Review
Recessions understandably trigger worries over how markets might perform. See the Second Quarter 2020 Investment Market Review.
March 30, 2020
How to Be Successful During Difficult Times
Looking at life through a historical lens, here is the truth: We will get through this.