New Year’s Strategy: Crafting Plans, Not Just Resolutions
Many might be setting new year resolutions. Why not working on something more permanent - new year planning! Here are tips to get started.
Tis the Season – for Forecasting!
Tis the season for many things - one of them is market forecasting! What will 2024 bring? Let's see how the experts 2023 predictions did.
Chasing Returns and Hot Sectors
It's easy to look at something that was a success and want to be part of it. But are you too late? Are you chasing returns?
What is the “September Effect”?
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s…
Fabulous 50s – Financial Considerations to Plan For
You're in your 50s - get excited! There are so many good things ahead, and a few things you should plan for. We've got tips to help navigate towards a prosperous future.
Are famous people “experts”?
What qualifies someone as an "expert"? In the investment world it might just mean you have a TV show, but does that truly qualify them?
Invest Your Summer Earnings in a Roth IRA
Summer can be a great time to earn some extra income. Whether your 15 years old or 40 years old with a side hustle, invest in your Roth IRA.
The US Dollar – Where does it stand?
Recent events and headlines have some people wondering - should I be worried about the value of the US dollar? In this blog we review currency performance and global usage.
Should You Worry About the U.S. Debt Limit?
Have you been reading about the debt limit? In our latest blog we explain what the debt limit is and our thoughts on the current situation.
Volatility Fatigue – Q1 2023
Turbulence in the stock market often leads to “volatility fatigue”, tempting many to move into cash, locking in their losses in the process.