Posts Tagged ‘investments’
The SECURE Act 2.0
On December 29, 2022, the SECURE Act 2.0 was signed into law by Congress. As you may recall, the original SECURE Act (2019) made several changes that impacted retirees: The goal of the SECURE Act was initially to encourage retirement savings and make it easier for businesses to support their employees with these types of…
Read More5 Ways To Make Money In The Stock Market
“How do I consistently make money in the stock market?” – the question all investors want to answer! Oftentimes, people look at capital markets as a way for investors to “outdo” the other investors. Market timing, picking “hot stocks”, and calling the bottom are all feeble attempts at trying to outplay the market as a…
Read MoreYour Investment Plan – What’s It Based On?
“Where is the wisdom we have lost in knowledge? Where is the knowledge we have lost in information?1” While these questions were originally directed to modern culture at large, we think that they can also be applied to investing. Investors must forge a path, or hire a guide, through information and knowledge leading to a…
Read MoreAre We There Yet?
It’s summer. Travelers have packed their bags and vehicles and are making their way to beloved destinations – the beach, the mountains, the city. Anyone who has taken a road trip with kids will have heard and identify with the refrain, “are we there yet?” With inflation running at 40 year highs, mortgage rates climbing,…
Read More4 Smart Ways To Invest In Cryptocurrency
Cryptocurrency has quickly become a mainstream alternative investment strategy. It’s a digital form of currency that can be exchanged online for goods and services (depending on the company)—essentially, it’s virtual money. If you’ve gotten this far in your research, you probably know that cryptocurrency is a highly volatile market that isn’t for the faint of…
Read MoreWhat Is Behavioral Finance? And How It Impacts Your Money Everyday
When it comes to money, it’s not just about the decisions you make—why you make them plays an equally critical role in developing healthy financial habits that last a lifetime. There’s a science to your “why,” and that’s what we like to call “behavioral finance.” What is behavioral finance, and why is it important? Let’s…
Read MoreLosing Feels Twice As Bad As Winning
With the ups and downs in the market over the past few months, it’s no wonder that investors are becoming increasingly uneasy about their portfolios. Investors with a formal financial plan expect ups and downs in the market, knowing that the long-term trend is for markets to increase in value. Yet, even knowing markets will…
Read MoreRussia & Ukraine War
“The strongest of all warriors are these two – Time and Patience.” – Leo Tolstoy, War and Peace Russia has declared war on the Ukraine. War is brutal and ugly. The forthcoming human stories of the harm done to those who are in these conflict zones break our hearts and trouble our minds. Though we are thousands…
Read MorePicking the Right Investment is Like Picking the Right Date
Just as in the world of dating relationships, the age-old phrase “There are plenty of fish in the sea” can hold true to our investment relationships as well. With countless possibilities, which is the best option for you? The same standards we apply to finding the ideal mate come into play when we evaluate our…
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