5 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…

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Your Investment Plan – What’s It Based On?

Your Investment Plan

“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…

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Are 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,…

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Losing 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…

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Investing Math for Everyone

Math numerically expresses objective facts and reveals patterns. How can everyone evaluate the massive amount of numbers and invest with confidence? Markets go up and down daily, appearingly randomly. This leads some to see markets as a gamble or unreliable. We hope to show that everyone can focus on the time frame in order to…

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Russia & 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…

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Finding Peace In Times of Turmoil

We wanted to take a moment to address recent current events. By now, you’ve likely seen that Russia invaded neighboring Ukraine, and the world capital markets didn’t react kindly. And amid these unsettling geopolitical tensions, an important life lesson comes glaringly into focus: actions have consequences.   The weight and gravity of those consequences vary dramatically,…

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