Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year
While there were some notable downturns through the year, financial markets showed resilience in 2024.
Fun With Budgets!
Budgeting can be fun? Of course! Let me show you how...
Your Life's Asset Allocation
A personalized asset allocation is a key component in a disciplined investment plan. But remember, not everything in your portfolio will be performing great at the same time. Life can work that way too. Have you thought about your life’s asset allocation? Is it time to rebalance?
The Investment Advisor Checklist
Thinking about hiring an investment advisor? Here's a checklist of questions to ask.
Lessons From a Fisherman
What goals are important to you? Are they aligned with your Core Values? Shari Reiches shares a story that may provoke some thoughts...
Has Index Fund Growth Impaired Markets?
One common concern about the increasing popularity of index funds is whether the corresponding decline in active management has impacted the function of markets.