financial advisor Archives - Page 3 of 18

Why Emotions Cause Investors to Fail

By Curt Stowers | June 14, 2024 |

If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…

Cash Out Your Stock Options?

By Curt Stowers | June 7, 2024 |

With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…

Quarterly Market Review – First Quarter 2024

By Curt Stowers | April 19, 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).

Quarterly Market Review – Fourth Quarter 2023

By Curt Stowers | January 12, 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 (October- December 2023).

Sinking your “FAANGs” Into Investing

By Curt Stowers | November 3, 2023 |

Concentrating on too few stocks can bite you! Learn more here.

Inflation vs Volatility

By Josh Duncan | October 27, 2023 |

Stay informed to make informed decisions and discover how market volatility is the real financial challenge. Learn more here.

Quarterly Market Review – Third Quarter 2023

By Curt Stowers | October 6, 2023 |

Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (July – September 2023).