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Top 10 Investment Mistakes to Avoid in 2025

Investing mistakes can be costly! Learn how to avoid the 10 major investing mistakes so you can start the New Year with a fresh, smart approach!

Why You Should Consider Sending Your RMDs Straight to a Charity

Did you know you can make a positive impact while reducing your tax burden? Learn more about this strategy and how it can benefit you.

How Will Election Results Impact Your Investment Strategy?

Curious about how the election results might affect your investments? Read our insights to stay informed and keep your finances on track.

Too Much Risk Can Ruin Your Retirement!

Guard your retirement from the dangers of excessive risk. Check out these strategies for crafting a stable retirement income plan.

The Best Time to Invest Was Yesterday: Timing the Stock Market

Don’t wait for the perfect moment to invest—it’s already passed! Seize the opportunity today and start building your financial future.

You’ve Inherited Money, Now What Should You Do?

Received an inheritance recently? Let us guide you through the process and help you make the most of your newfound wealth.

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.

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.

WE ARE IN CONTROL OF WHAT MATTERS MOST!

As an investor it sometimes feels like we have very little control of the things that are happening around us. It doesn’t help that these things can often have a great deal of influence on our financial wellbeing.

RETHINKING DIVERSIFICATION

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.

HOW TO MAKE YOUR FAMILY LINE RICH

Have you heard the story behind the invention of chess?

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?

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?

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.

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.

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.

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?