8 Investor Myths— Busted
There are several common false assumptions and misconceptions about investing that we work to educate our clients on. We thought we’d share these “myths” with you and help you “bust” the myth and move toward informed financial decision...Monthly Market Update- April 2022
“We saw a bounce in stock markets for March, but everything was down between 3 percent and 8 percent for the first quarter. The reasons for this were twofold. First, with inflation at a 40-year high, the Fed was forced to raise interest rates. Second, the...
2021 Market Update: 4th Quarter
Solid December Caps Off a Strong Year for Markets Markets rallied to finish out the year, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, which contributed to an 11.03 percent...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
Diversification: Why is it Important?
What is Diversification? Diversification is all about risk and preparing for it! It is easy in times like now to want to put all of your marbles in one jar, especially if that jar is the S&P 500! However, as we build portfolios for retirement, we have...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
