Individual Investors General Investing

General Investing

Say Bah Humbug to Holiday Spending Regret

It’s easy to get caught up in the moment when holiday shopping. You want to find that perfect gift, and sometimes (a lot of...
Cyber Security Month: How We're Keeping Your Data Safe

Cyber Security Month: How We’re Keeping Your Data Safe

Cyber security is a relatively new term. In fact, Merriam-Webster lists its first-known use as 1992. When the internet became publicly available in 1991,...
Cyber Security: Think Before You Connect

Cyber Security: Think Before You Connect

Recent security breaches in the news, such as the Equifax hack, emphasize the growing importance of cyber security and protecting your personal information (Social...
Time to Figure out My Investments

Me: Time to Figure Out My Investments

We all know setting goals is important. But, do you find yourself setting goals, only for other “stuff” to take priority? If this has...
Income Investors at a Crossroads

Income Investors at a Crossroads

Investment income is often related to having enough to live on in retirement. But it can also help you reach other goals, too, such...
Investing and Baseball: Are Your Bases Covered?

Investing & Baseball: Are All Your Bases Covered?

Often when I speak with clients, I rely on a few analogies to break down various investing concepts. For one of the most important...
Rebalance

re-bal-ance

What do you do when you receive your quarterly account statement? Check the balance, then toss/shred/delete? You understand investing for the long-term and follow...
The Greatest Inflation Risk May Be Complacency

The Greatest Inflation Risk May Be Complacency

A few people may be wondering about inflation. “Should I be worried?” “Is it time to act?” However, for the majority of investors, it...
All Your Eggs in One Basket? This Time Yes

All Your Eggs in One Basket? This Time, Yes

After years of accumulating assets, you likely have money spread across several different accounts—like bank accounts or 401(k)s from old jobs. Some investors may...
Alternatives: Separating Fact from Fiction

Alternatives: Separating Fact From Fiction

Alternative investments have gained prominence over the past few years, especially as alternative mutual funds—also called liquid alternatives—made them accessible to a broader group...

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