What are the differences between mutual funds and ETFs?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...

When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...

Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...

Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...

Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...

You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

How frightening it is to look at your ROTH, IRA Rollover, Brokerage Account, etc., and see a performance number with a dreaded minus next...

In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...

Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...

The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...

Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...