Featured Blogs
Elections Myths
What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and I wanted to dispel some…
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The Fed Move, Election Implications, and More
As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat after school. It’s a simple but powerful lesson…
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The Retirement Shift
As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage your…
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Correlation vs Diversification
When it comes to investing, the term “diversification” is often thrown around like pixie dust. Many people believe that simply having a variety of funds in their portfolio means…
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May Friday Focus – Pulling the Curtain on Financial Advisors
May Friday Focus – Pulling the Curtain on Financial Advisors Pulling the Curtain on Financial Advisors What is a financial advisor? Who are financial advisors? Are financial advisors important…
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The World of Bonds
The World of Bonds The Conservative 60/40 Portfolio In the quest for a conservative investment approach, many investors often turn to bonds as a primary component of their portfolio mix.…
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Individual Stocks vs Mutual Funds and ETFs
Today, I’m excited to delve into a topic that’s unique to how we manage accounts as we talk about the rationale behind building our portfolios primarily with individual stocks…
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April Friday Focus: Upcoming Election and Your Retirement
April Friday Focus: Upcoming Election and Your Retirement As election season approaches, many find themselves facing uncertainty about how political events will impact their financial well-being and their retirement.…
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