Finance
The Bumpy Road to the Stock Market’s Long-Term Average
When you decide to invest in equities markets, you need to understand their behavior and set your expectations accordingly. The Market is NEVER Average!
Read MoreInvestment 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 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 MoreThe Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
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 MoreData check: Do downturns lead to down years?
Curious if downturns lead to down years? Let’s see what the data says. Read on as we take a look at recent historical trends.
Read MoreFaith Over Fear – Growth in These Challenging Times
In this brief video, we share our perspective. It’s not different this time. In spite of the discomfort that we’re all feeling, we are also growing as individuals.
Read MoreWhat the Coronavirus Relief Bill means for you
What will you receive from the Coronavirus Stimulus Package? Here’s a detailed calculator (to download), as well as a summary of the Coronavirus Relief Bill.
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