Posts by Curt Stowers
Investment Policy Statement – What it is and why you need one
An Investment Policy Statement (IPS) defines the purpose of your investments, helps you evaluate your risk logically, and reduces your stress—especially when the market is down. In this 4-minute video, I explain what an IPS is and why you need one.
Read MoreMonday Morning Motivation – Response
What will your response be?
Read MoreThink Long-Term—Don’t Let a Recession Faze You
Don’t let a recession faze you! Read on to learn my thoughts on this topic—supported by a century of data.
Read MoreMonday Morning Motivation – Logical
Are you embracing your logical side?
Read MoreWhat is a 529 College Savings Plan?
Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.
Read MoreMonday Morning Motivation – Emotions
Are you embracing your emotions?
Read MoreThe Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
Read MoreMonday Morning Motivation – Curious
Are you making the time to be curious?
Read MoreQuarterly Market Review – First Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for January – March 2020.
Read MoreMonday Morning Motivation – Why
Are you starting with your why?
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