Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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I Finally Found the ‘Why’ in My Career. You Can, Too.
Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …
4 Easy Ways to Diversify Your Investments
Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, p …
Comfort: A Word We Need To Think About For Our Families
Published By B. Patrick Carter, CPA If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid becau …
How Emotional Decisions Can Ruin Your Investment Strategy
More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of …
How To Know What Your Goals Are
Have you ever asked a child what they want to have when they grow up? Believe me, you’ll typically get some entertaining answers. And better yet, keep asking “Anything else?” There’s always more. A few examples of responses you might get look like:
Divorce Planning
There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning. Download G …
