SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
Two major banks collapsed in three days. Here’s what consumers need to know about safeguarding their savings.Read More
How to Choose an Investment Strategy
How do you find the best investment strategy, considering your values, personal investing approach, and risk tolerance? Find out here.Read More
WHAT’S THE GUARANTEED RATE ON YOUR VARIABLE ANNUITY REALLY WORTH?
Have you heard of an investment that will guarantee a 5, 6, or even 7 percent return, and can return more if the market performs well?Read More
THE POWER OF COMPOUNDING
Remember all the time we spent as children dreaming about what it would be like to be a millionaire? Surprisingly, if we had spent that same amount of time running a candy store or a lemonade stand, we would all be on track.Read More
WHY IT IS IMPORTANT TO UNDERSTAND YOUR TOLERANCE FOR INVESTMENT RISK?
Risk tolerance is defined as an investor’s ability to handle declines in the value of his or her investment portfolio.Read More
THE BUCKET APPROACH
According to various studies, the first of which was published in Financial Analysts Journal in May, 1991, stock selection accounts for only 4.6 percent of investment returns, while market timing is responsible for only 1.8 percent.Read More
WOULD YOU PASS THE CHALKBOARD TEST?
Could you explain your investment strategy if you were handed a piece of chalk and directed to a chalkboard? How did you choose the investments within your portfolio?Read More
WHY YOU SHOULD READ YOUR 401(K) STATEMENT
When is the last time you took more than a few seconds to review your quarterly 401(k) statement?Read More
HOW TO MAKE YOUR FAMILY LINE RICH
Have you heard the story behind the invention of chess?Read More
As a financial planner, one of my favorite words is “diversification.” Diversifying a portfolio essentially ensures that we don’t have all of our investment eggs in the same basket.Read More