Posts Tagged ‘wealth management’
Dollar Cost Averaging vs 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.
Read MoreFinance – Recessions and Fear
The economy is slowing down, and the “R” word is starting to pop up. How bad can things get? Let’s take a look and see.
Read MoreWhy Stocks Don’t Matter
Well stocks DO matter in investing, but not as much as other things. Read on to better understand.
Read MoreThoughts on Paying Off Your Mortgage
I don’t know anyone who regrets paying off their mortgage. Let’s go through the 4 stages of doing so . . .
Read MoreQuarterly Market Review – Second Quarter 2020
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.
Read MoreIs Bigger Better? Looking at the Current Market Giants
Is bigger better? Let’s take a look at current market giants (Amazon, etc.). Think the market is different than ever before? Read on to hear our perspective.
Read MoreProperty and Casualty Insurance – What You Need to Know
Today we explain the various components of property and casualty (P&C) insurance, so that you can adjust your coverage and enjoy peace of mind.
Read MoreThink Long-Term—Don’t Let a Recession Faze You
Don’t let a recession faze you! Read on to learn my thoughts on this topic—supported by a century of data.
Read MoreThe Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
Read MoreQuarterly Market Review – First Quarter 2020
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 January – March 2020.
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