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Wednesday, September 15, 2021

By now, most investors are aware of index investing. This is the process of choosing an investment that mirrors the portfolio of a given index. For example, if you want your portfolio to mimic the returns of the S&P 500, then you can...

Monday, August 9, 2021

ESG (environmental, social, governance) factors are in focus one again and drawing much attention. Historically, companies have been evaluated based on their financials, expectations of growth, and in some cases leadership qualities....

Monday, March 29, 2021

April is National Financial Literacy Month and is a terrific time to learn and evaluate how best to create and maintain a healthy financial life. Below are a few items to help get you on the right track. No matter the month, it is...

Wednesday, January 6, 2021

Robo Advisors are on the rage and for good reason. They are cheap, easy to use, and frankly are fun to use as well! But, should you really be using them for your investments? Without getting into the safety and security of your assets,...

Wednesday, December 9, 2020

There are many things to do before end of year personally and financially. Here are a few ideas to help organize what may apply to you. Required Minimum Distributions: Although these were not required to be taken, it is not too early...

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Thursday, November 5, 2020

Thanksgiving is around the corner and is always a time a year to count our blessings and be thankful for what we have. While doing so, take a moment and make sure you are not just thankful for what you have, but that you are protecting...