What Should You Look for in a Financial Advisor?
What Should You Look for in a Financial Advisor? If you’re serious about securing your financial future, you are likely considering the help of a financial advisor (or are already working with one). Without that critical relationship, it’s too easy to make mistakes or ignore a blind spot that can derail your plans. There’s simply too much at stake to go it alone. But here’s the key: it has to be the right financial […]
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Financial Planning Opportunities to Prioritize When Changing Jobs
Financial Planning Opportunities to Prioritize When Changing Jobs They call it the Great Resignation. With more jobs available than Americans looking to fill them, recent months have presented a unique opportunity for those interested in finding something better. But along with a chance to upgrade your career, changing jobs can also present other financial opportunities. Because it is a busy time, it can be easy to miss those, which can mean a […]
Continue reading ›Mutual Funds, ETFs or Stocks?
Are Mutual Funds Always a Better Choice Than Individual Stocks? Over the past few decades, mutual funds, along with their newer cousin, exchange-traded funds (“ETFs”), have ballooned in popularity. These financial tools provide convenience: you can diversify your investments in one fell swoop, so you are less subject to loss if any one company fails. Mutual funds can also help you buy an entire index or industry […]
Continue reading ›Q1 2021 Passionate Investor
Q1 2021 Passionate Investor Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 6.17% (including dividends) and the Barclay’s Capital U.S. Aggregate Bond index falling 3.37%. Small caps outperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned +12.70%. Value outperformed growth during the quarter (as determined by […]
Continue reading ›Understanding Medicare
Understanding Medicare Medicare is the federal health insurance program for people who are 65 or older, certain younger people with disabilities, and people with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant, sometimes called ESRD). With Medicare, you have options in how you get your coverage. Once you enroll, you’ll need to […]
Continue reading ›Financial Planning Month
October is Financial Planning Month! While finances are a part of your daily life, there are various elements that people often overlook or don’t consider the financial weight they could carry. Financial Planning Month reminds us to keep our spending in check and prepare our budgets. Take the time this month to review some of […]
Continue reading ›Quarantine-Friendly Activities for Kids this Summer
Quarantine-Friendly Activities for Kids this Summer Summer is going to be a bit different this year due to quarantine and the ongoing impact of Coronavirus. With the kids home even more than usual during the summer months you may be looking for some summer activities to keep them busy. Check out some quarantine-friendly activities that […]
Continue reading ›What to Do If You Have Been Laid Off or Furloughed
What to Do If You Have Been Laid Off or Furloughed COVID-19 has impacted the lives of millions of individuals beyond just their health but to how they provide for their families. The US Bureau of Labor Statistics stated that April unemployment rate spiked to the highest level since the Great Depression. With job security […]
Continue reading ›Quarantined at Home?
Quarantined at Home? Financial Tasks to do During Quarantine: We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you […]
Continue reading ›Congress Passed a Stimulus Package – Now What?
Congress Passed a Stimulus Package – Now What? We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus […]
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