Today's Focus: Many Americans were able to build up their savings accounts during COVID and now have extra cash at their disposal. With inflation on the rise, sitting on cash isn’t the best long-term strategy so what should you do with this extra money? Dan Cuprill will share nine different ways to use your [...]
Seeing your portfolio decline in value feels about as pleasant as doing a 10K run when you’re more of a couch potato. Or, maybe a root canal. But here’s the thing: there may be an opportunity when individual stocks (and your portfolio) take a dip in value. It’s all about thinking about your portfolio [...]
Today's Focus: No matter where you look, there’s very little positive financial news right now. Inflation is soaring. Markets are tumbling. Supply chain issues continue. You’re probably wondering if this time is different. Let’s take a look at this current investing environment and share a few of the things we’re telling our clients. [...]
As you’ve no doubt noticed, the price of housing has increased year over year. If you’re a homeowner, you might be wondering what you should do. Should you sell your home? You could look for something better, or downsize to help fund your retirement or invest more. Should you sit on it and wait [...]
Today's Focus: Real estate prices have been soaring over the past few years and that has plenty of people worrying about a bubble coming. Rather than stressing over something that may or may not happen, take time to enjoy the rising home values. Let’s talk about how you can do that and why we [...]
I’ve always found it incredibly odd that our school system doesn’t really teach anything useful about personal finance – unless you deliberately learn it through postsecondary education. How much would it help to leave high school knowing the answers to questions like… How can I invest for the short term and long term? What [...]
Today's Focus: We’ve all been keeping an eye on the events happening in Ukraine and many people have been asking us what it might mean to the economy in the near term and the long term. Today we’ll share an article we came across recently that looked at some of the biggest news events [...]
I’ve talked about this before, but I really can’t stress enough how important diversification is when you’re playing the investment game. To put it bluntly, if you put all your eggs in one basket, they’re all done for if the basket breaks. If you spread your eggs out across multiple baskets, most of them [...]
Today's Focus: Having to handle the estate of a loved one can be a difficult time because of the emotional ramifications that come along with making these financial decisions. We found an interesting article that explored the author’s personal experience with having to oversee his mother’s estate and everything that came along with that. [...]
Is home your new base camp? With cases of COVID hitting record highs, you might be working at home or a bit reluctant to go out these days. Now, what if you live alone? Or what if you just have a small social circle? You might be spending a lot of time by yourself [...]
