Newsletter / Blog

by in Managing the Market

Investment Costs, Part 1: Fund Management Fees

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest. Let’s fill in some of […]

by in Uncategorized

Fun Fact Friday 03/03/23

MARKET TERM OF THE WEEK “Stock Liquidity” A stock’s liquidity generally refers to how rapidly shares of a stock can be bought or sold without drastically impacting the stock price. #1 Homebuilders ignore Headlines. As housing-related economic data points have been falling to multi-decade lows, homebuilder stocks have been rallying. As of 2/22/2023, the S&P 500 […]

by in Uncategorized

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

Ever heard of the 80/20 rule? It suggests: 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can reduce excess […]

by in Tips

Preventing Financial Fraud and Identity Theft

  In this day and age, technology keeps the world turning. Yet, as versed as we all may be in smart devices and beyond- millions still fall victim to identity theft every year. Below we discuss who identity thieves are, what they’re typically after, and ways to prevent them from succeeding. Who are they? Financial […]

by in Uncategorized

Fun Fact Friday 02/03/23

MARKET TERM OF THE WEEK “Dividend” When a company pays a portion of its earnings to its shareholders, typically attracting the attention of long-term investors and retirees. #1 Every little bit counts. Not including dividends, the S&P 500’s annualized return since WWII has been 7.6%. At that rate of return, a 40-year-old setting aside $100 […]

    Fill out the form below to learn how we can help you.