Category: Investing

The Pros and Cons of Investing in Mutual Funds

Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it,” most investors...

A Healthy Investment Portfolio in 5 Steps

We all know that it’s important to be healthy physically and mentally (whether we are or not healthy both physically and mentally is two different...

Is Anyone Managing Your 401(k)?

Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to...

Celebrating 529 Day & Teacher Appreciation

This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th.  529 Day (529 college...

Chasing Returns – The Biggest Mistake Investors Make

America’s favorite pastime, baseball, can teach an investor a great deal about investing than one would originally believe. In the game of baseball, batters go...

Deciphering Cryptocurrency

One of my life’s great regrets was not buying Bitcoin in 2011, when it was worth just 40 cents.  I knew about Bitcoin early on...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.