Posts Tagged ‘stocks’
4 Myths About Financial Advisors and Investing Debunked
Properly managing your money is one of the most important things to prioritize. Money isn’t everything, but it can be a catalyst for what you care about most: retirement, career advancement, lifestyle goals, and more. Because money management is so critical for our well-being, many people seek help from financial advisors. A great financial advisor…
Read MoreMillennial Money
Millennials. Those born between 1981 and 1996; ranging in age from 26-41 years old. VHS, Windows ‘98 startup sound, Blockbuster Friday nights, those never-ending strawberry candies at your grandmother’s house, watching “The Price Is Right” when you were “sick” at home from school, Nintendo 64 – the list goes on and on. Bring up nostalgia? …
Read MoreIs Cash King?
While the origin of “cash is king” is unclear, it is a phrase that became popularized following the global stock market crash of 1987 by Pehr G. Gyllenhammar, then CEO of Swedish car group Volvo. Cash is flexible and can be likened to short term personal insurance against negative life circumstances. That is one reason…
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 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 MoreFinding 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,…
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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