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Dollar Cost Averaging vs Lump Sum Investing

Comparing dollar cost averaging an lump sum investing

Dollar-cost averaging is an outstanding strategy to use when investing over time. However, the data suggests lump-sum investing may be a better option when dealing with large cash inflows.

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Your Abundance vs. Scarcity Mindset

Do you have an abundance or scarcity mi

The abundance mindset turns scarcity on its head! It’s being at peace with who you are, seeing value in others’ accomplishments, and giving generously. Read on to learn how you can change your own mindset.

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All About Long-Term Care Insurance

couple discusses long-term care insurance

Today I compare traditional vs. hybrid long-term care insurance policies. Learn about the probability and costs, as well as what each policy type covers.

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Quarterly Market Review – Second Quarter 2020

Cover for our Quarterly Market Review - Second Quarter 2020 report

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2020.

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