facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Featured article


Loading Posts...

How Much Income Do You Need in Retirement?


Take the Checkup Quiz Today!


Today's Quiz
Will Inflation Hurt Stocks?  Not Necessarily. Thumbnail

Will Inflation Hurt Stocks? Not Necessarily.

While high inflation and inflation shocks are generally not desirable, higher inflation does not necessarily bode ill for the stock market. Certainly, the evidence indicates that it is difficult to accurately predict with precision the future moves of inflation and the correlated moves of the stock market.

Read More
Understanding Cryptocurrency Thumbnail

Understanding Cryptocurrency

Understanding the basics of cryptocurrency is a critical first step in understanding whether crypto should play a role in your financial planning. Make sure you have a full understanding before you invest or use cryptocurrency.

Read More
Value vs. Growth Investing: What’s the Difference? Thumbnail

Value vs. Growth Investing: What’s the Difference?

Is there a difference in value stocks and growth stocks? As you decide what asset class mix your portfolio should consist of, consider whether you have the right mix of value versus growth stocks based on your individualized situation. Taking an approach that “as long as I am in a broad index in the stock market” may not be the optimal approach to helping you reach your financial and retirement goals.

Read More
What is Asset Allocation Thumbnail

What is Asset Allocation

Asset Allocation is the process of dividing a portfolio’s assets into investment classes based on the investment objectives of the investor. While this concept is fundamental to building a portfolio for the short- and long-term, there are alternative approaches to get there. Are you or your advisors adhering to the optimal approach?

Read More
Inflation: A Little Here, A Little There Thumbnail

Inflation: A Little Here, A Little There

Since inflation is heating up, we break down the recent data to give you a picture of where the inflation currently resides. We want to know if this is pandemic-induced shortages or stimulus-induced increases in the root causes of inflation.

Read More