investments

From NVIDIA to Crypto ETFs: The Lure of Market Trends vs. Time-Tested Investment Strategies

From NVIDIA to Crypto ETFs: The Lure of Market Trends vs. Time-Tested Investment Strategies

Year to date, not only have many broad markets delivered gains from acceptable to amazing, there have been the usual assortment of sizzling stocks to distract us with their dazzle. Strong market performance is welcome news. But at least in the wider investment world, we’re likely to see a different kind of response that isn’t as welcoming. Read More >

Your Destination Matters: Aligning Your Finances with Your Future Goals

Your Destination Matters: Aligning Your Finances with Your Future Goals

It can be tough to plan your financial future in a world filled with obstacles and opportunities. But the terrain only worsens in the absence of well-crafted goals. If you don’t know how much money you’ll need, when, and why, you end up chasing after the latest fads (buying high) or fleeing market risks (selling low). Read More >

4 Financial Best Practices for Year End 2023

4 Financial Best Practices for Year End 2023

If your wealth were a garden, which actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches… plus a thoughtful reflection on how to make the most of the remaining year. Read More > 

From Panic to Prudence: Staying Calm amidst Debt Ceiling Uncertainty

From Panic to Prudence: Staying Calm amidst Debt Ceiling Uncertainty

Amidst the media frenzy surrounding the debt ceiling threats, in this article we examine potential scenarios and advise investors to approach these challenging times with a measured mindset. Read More >

Banking on Safety: How Your Assets Are Protected During Times of Uncertainty

Banking on Safety: How Your Assets Are Protected During Times of Uncertainty

It’s hard, and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder, which is why we usually don’t do so. However, it’s worth commenting on the recent banking turmoil, and how this applies to your investments to aide in rational decision-making. Read More >

Silicon Valley Bank (SVB) Woes Spark Concerns in Banking Sector: A Closer Look

Silicon Valley Bank (SVB) Woes Spark Concerns in Banking Sector: A Closer Look

SVB Financial Group's struggles are an example of the challenges faced by the broader financial sector as a result of the Federal Reserve's hawkish stance. In case you have questions about what this means and your portfolio exposure, read on. 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.

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.