What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

What are the differences between mutual funds and ETFs?

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.

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

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...

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

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...

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...

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...

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

A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...

Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...

Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...

The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...