investment resources

May 20th is National Be a Millionaire Day. On this day pretend to be a millionaire or start working on your plans to become a millionaire...

Teach Children to Save Day is observed each year on April 27 as a part of Financial Literacy Month. The day focuses on the importance of...

In 1972 the College for Financial Planning enrolled its first 35 students studying to become Certified Financial Planners (CFP). These...

It's Fed day — and it's a big one. The central bank decided to raise interest rates by a quarter-point, continuing its fastest hiking...

Part of having a financial plan and preparing for financial goals is having the ability to withstand market volatility. There will always...

Market Update – 2022 Financial Highlight On January 4th, 2022, the DJIA hit an all-time high before a series of economic challenges hit...

In November we released a series of blogs with our “End-Of-Year Checklist”. The purpose of those were to make you aware that you only...

As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...

As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...

As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...

As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...

The hottest word in the financial news for the year has been inflation. Your wallet may be feeling a bit tighter than in years past and...

It’s hard to be optimistic about your financial future when all you read and see on the news is “Recession, Bear Market, Inflation” but...

8/15/1969 – Woodstock Opens Before Woodstock was a cultural phenomenon, it was a financial fiasco. Organizers behind the legendary music...

Now is not the time to deviate from the good advice and strategies that have worked for investors over the years. Our recommendations to...

If you’ve panicked and have already gone to a cash position, start dollar-cost averaging your way back into the market over the next 12...

Okay, okay…easier said than done, but you can follow his principles. Resist the temptation to do something just for the purpose of...

Wanting to get out when the market drops is an emotional decision, one that is difficult to go against – especially when it is not just...

Okay, admittedly not the best title. What I’d like to introduce to you, is a week-long blog where I address a few tips for investors to...

Something taught from an early age is the importance of saving. But when it comes time to actually save, there are two types of people:...