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Investments

Market Predictions

Prediction Season!

It’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to make market predictions. Some will be gloom and doom, constructing elaborate arguments about how the market is greatly overvalued and about to crash. Others will be optimistic, explaining why there’s […]

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Individual Stocks

Why We Don’t Recommend Individual Stocks

Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand why. Individual stocks have a story that you can wrap your head around, such as Pfizer creating a vaccine for Corona Virus, to borrow from current headlines. Or Tesla bringing […]

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Financial Planning Companies. beautiful stone path and doorway with flowers

Types of Financial Planning Companies

This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge clients a little bit differently. At […]

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2020 Election. Brick and stone outside stairway with iron gate and red flowers

How Will the 2020 Election Affect the Stock Market?

Does the 2020 election have you thinking about your money? Every four years America goes through a Presidential election. Every four years clients ask where we can move their portfolios to be safe if one side or the other is victorious. This year is no different. With political passions higher than […]

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