Newsletters
Should You Hire a Financial Planner?
If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost. Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible. And that is great advice that…
Read MoreCosts Matter – Understanding ALL of the Costs
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.
Read MoreWhat Your Grandma Taught You About Investing
In this article we discuss your grandma’s life lessons and how her timeless wisdom can improve your approach to investing. Read more here.
Read MoreQuarterly Market Review – First Quarter 2024
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).
Read MoreHow To Save Your Family $1,000s on Your Property Taxes
In life, only death & taxes are certain. While little can be done about the former, there are often ways to minimize the tax burden on your home. Read more here.
Read MoreWhy You Should Not Buy Stocks
No doubt there will be a few folks who read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea.
Read MoreFalse Negatives and False Positives
Facing the facts is critical—with both COVID-19 and investing. Read on to learn how to protect your portfolio from false positives!
Read MorePhysics and the Stock Market
The media would have you believe that what goes up must come down. Are they right? Read on to find out more.
Read MoreOldie But Goodie – Should You Pay Off Your Mortgage?
While interest rates have shifted since we first published this blog, the core principles remain unchanged. Read on to see if paying off your mortgage is a wise choice.
Read MoreHow To Save $990 A Year On Your Child’s Education
Maximize your savings on education costs. In this article, we break down how contributing to a 529 plan can yield a $990 annual deduction. Read more here.
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