You’ve probably heard that passive, long term investing yields better returns over time, but it can be challenging to trust that advice during down times. Plus, there’s always advice online about what to invest in right now, and what trend to jump on before it’s too late. The truth is, long term investing does work, […]
Create a Financial Plan You Can Stick With
The past few years have included a series of economic ups and downs, which were complicated further by challenging external factors. When you set out to create a financial plan at the start of 2020, you probably weren’t expecting a global pandemic, international warfare, layoffs, market instability or sky-high inflation. Through those challenges, many people […]
Top Five Investing Mistakes To Avoid
You know that investing is a critical part of maximizing your money and building wealth. But it’s not enough to just invest. There are some common investing mistakes along the way that can undermine your growth. Here are some of the top investing mistakes I see – and how to avoid them: Investing Mistakes: Timing […]
How to Take Stock of Your Allocations
Your portfolio allocations are how you divide your investments among stocks, bonds and cash, as well as how much is in your pre-tax vs. after-tax accounts. Your allocations will help you as you enter retirement. Remember to consider the specifics of your retirement when you are planning, like where you want to live and how […]
Checking in with Your Investments at Mid-Year
We are about halfway through 2017, and that new year shine is wearing off. This is a good time to check up on the changes you made back in January. Looking at your progress helps you keep it going, and that goes for diets, habits and even your investments. If you made changes to your […]