How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
I’m thinking about buying a rental property but what should I...
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
The headlines have recently been full of news about inflation, high...
If you have a lump sum of money sitting in the bank, you might find...
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
Is Bitcoin a good investment? What about other cryptocurrencies like Ethereum and Dogecoin? It depends...are you investing or speculating?
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!
All investments involve risk but not all risks are equal. Are you investing or speculating? Both have a place but come with different risks and outcomes. What are the differences and how can you place each one properly in your plan?
What separates successful investment strategies from those that fail? It’s usually not expert stock picking or timing the market – it’s leveraging what you control to your advantage. There are some things we don’t control: the market, tax laws, and inflation rates. But there are many things we do control: saving, spending, and sticking to your investment strategies. These 6 steps can help build an investment strategy based on what you can control.
An introduction to Socially Responsible Investing and how you can choose an approach that aligns your values and resources.
Why is my portfolio underperforming the S&P 500? Do I need to make a change? These questions are on the minds of many investors when a primary index like S&P 500 rallies ahead of many others. As one of the most widely recognized benchmarks, it's common to compare your strategy against it – but should you?
Job loss, unexpected trip to the hospital, a tree falls on the house –...
