investment strategy

Strategic Wealth Management - Part 3: Optimizing Your Organized Investments

Strategic Wealth Management - Part 3: Optimizing Your Organized Investments

In this article, we wrap up our three-part series with additional ways to ease your transition from chaotic to more orderly investing. Some steps are purely practical. Others help you remain calm and confident along the way. We can mix and match them as needed to contribute to your investment success. Read More >

Strategic Wealth Management: A Guide to Organized Investing

Strategic Wealth Management: A Guide to Organized Investing

It stands to reason: The more wealth you accumulate, the more chaotic your assets and accounts can become. It’s never too late to bring order to your investments. In this first installment in our three-part series, we’ll explore some sensible solutions to this perennial challenge, starting with initial steps you can take to move from random results to a more organized approach. Read More >

Mind Over Market: Decoding 6 Behavioral Biases in Investing

Mind Over Market: Decoding 6 Behavioral Biases in Investing

Here we highlight the subtle yet influential behavioral biases that often steer investors toward less-than-optimal decisions. Recognizing these mental traps can help you sidestep the blind spots your own biases might create and help you become a more confident investor. Read More >

Back to the Investment Basics | Part 2: First Save, Then Invest

Back to the Investment Basics | Part 2: First Save, Then Invest

Turn your biases on their head, by putting them to work for rather than against you. By pairing your saving goals with inertia-based rules and processes, you’re far more likely to succeed.

Back to the Investment Basics | Part 1: Remembering Summers Past

Back to the Investment Basics | Part 1: Remembering Summers Past

In the face of today’s challenges and tomorrow’s unknowns, we advise looking past recent trends, and focusing instead on a handful of investment basics that have stood the test of time.

How Do We Choose the Investment Strategies We Use? (Part 1 of 2 )

How Do We Choose the Investment Strategies We Use? (Part 1 of 2 )

Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.

Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

Is rising inflation souring your financial plans? Outside of your core portfolio, there is a potentially sweet deal for turning some of inflation’s lemons into lemonade. We’re talking about U.S. Series I Saving Bonds (“I Bonds”).

When To Invest Versus When To Hold Back

When To Invest Versus When To Hold Back

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.

What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

What Is Fiduciary Investment Advice, and  Why Does It Matter (Now More Than Ever)?

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals. Read More >

Eight “Best/Worst” Wealth Strategies During the Coronavirus

Eight “Best/Worst” Wealth Strategies During the Coronavirus

For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.