Investing during a pandemic In 2004, Warren Buffet is quoted as saying: “only when the tide goes out do you discover who’s been swimming […]
The overconfidence effect and investing A couple of years ago, my friends called me up. Like good friends do, they told me that I was […]
The benefits of reliable income in a down market There are many different types of investments that seek reliable income, including annuities. Most annuities are intended to provide income that is […]
What is loss-aversion bias? Here’s some examples to help explain what loss-aversion bias is; chances are, you’ve experienced one of the following scenarios at […]
ESG: Environmental, Social and Governance Investing It’s a good idea to be conscious of the environment and value social responsibility. Your portfolio can be invested in […]
It’s not all about timing the market My son has picked up a new 4-year-old thing where he tells a joke that makes absolutely no sense and […]
Stocks, bonds, and flight-to-quality If you’re an investor or researching your first steps into investing, you’ve likely noticed the stock market (specifically the S&P […]
Municipal bonds: Are they right for you? If you’ve been investing money for any length of time, you might be familiar with municipal bonds. You may also […]
Overcoming investment fears (and volatile markets) Investing can be very simple: buy low, sell high. Many folks, however, ride the train of greed – or fear […]
Understanding dividends Stock dividends are important — but not all are created equal. It’s essential to remember that the percent your stock […]
Preparing your investments for a great economy As investors, it feels like we spend a lot of our time thinking about “worst-case scenarios.” We don’t want our […]
The DISC assessment and your financial personality My work partners recently walked into my office and announced they had completed Innermetrix DISC Plus Profiles, or “the DISC assessment.” Curious, […]
