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The S&P 500 did better than my portfolio – is that bad?
December 20, 2024
I venture to say every investor wants to have a good return on their portfolio. But what is a good return, and how do you
What’s Your Financial “Why” for the New Year?
December 2, 2024
We believe with wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real
7 Keys to Help Navigate Market Volatility
September 19, 2024
7 Keys to Help Navigate Market VolatilityMarket volatility may be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and
Are You Following the Financial Herd?
July 2, 2024
Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one’s best interest. When
