Investment
Instilling Confidence
When dealing with investments, confidence is a top priority. Character, successful years of experience, and the ability to communicate and manage the investment process with you are just some of the factors we look for in an investment professional.
Global vs. International: What’s the Difference?
As of 2023, international stock markets accounted for approximately 40 percent of the world's capitalization, offering a broad range of investment opportunities outside the U.S. borders.
5 most valuable Pennies
Forget about wasting a couple by putting them in your loafers. And don’t even consider throwing them into a wishing well.
Don’t Fear Market Volatility: Lessons from Historical Corrections
Look at the headlines lately, and it becomes clear that markets may be in for a ride that's hard to predict— but we've seen this kind of turbulence before. When times feel uncertain, we know how crucial it is to maintain a broad and measured perspective....
Where should you invest?
Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.
The tariff-related questions that investors should be asking
“What should we do about tariffs?” It’s a question I’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. In this message, I want to answer that question. I also want to talk a little about fear, how we handle it…and how we can benefit from it.
The dust has settled, the votes have been counted
The dust has settled, the votes have been counted, and Donald Trump has once again been elected president of the United States. The dust has settled, the votes have been counted, and Donald Trump is once again president-elect of the United States. The...
Trending Now 2024 a Long Expected Rate Cut
Over the last two years, the Fed has tried to do the seemingly impossible: Cool down consumer prices without starting a recession. To do that, the Fed turned to the only tool available: Interest rate hikes.
The Only Bad Question is the One Left Unasked: Breaking Down Financial Jargon
There’s no shame in being unsure, confused, or just curious. The same applies to financial matters, so I’ll tackle questions many people are too afraid to ask in this blog post.
Is there a role for both active and passive investments in your portfolio?
There’s often a spirited debate between proponents of active and passive strategies. Each camp champions its approach, extolling the virtues of its chosen method.
Earned Income and your 1040 Form
If you are simply reinvesting this income, you may want to consider moving the money to investments with the potential to grow tax-deferred.
Understanding Your Estate: Critical Elements of an Estate Planning Strategy
Establishing an estate planning strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
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