Individual Investors General Investing

General Investing

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...
Explore Emerging Markets

Explore Emerging Markets

High-growth potential is the number one reason investors look to emerging markets for a portfolio boost. That’s because emerging markets are where most of...
How About This Bull Market?

How About This Bull Market! Will It Last?

No one likes being taken by surprise where investing is concerned, so it’s natural to ask what’s next. The question I hear a lot...
Spring into Smart Investing Habits - Part 2

It’s April — Spring Into Smart Investing Habits, Part 2

As April winds down — and with it National Financial Literacy Month — it’s important to note that any time is the right time...

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