You Won’t Hold On
Clients have investing ideas all the time. Companies that they want to invest in because they know they will do amazing things. We typically allow a client to slice a very small piece of their portfolio to make these […]
investing
Diversification Works When You Don’t Want It Too
Dow Jones hits an all time high, the S&P is roaring, so people think their portfolios must be up bigly… Then they get their statements and are shocked to see little to no growth…. When people talk about the market […]
Should You Pay Off Your Mortgage or Invest?
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire […]
Growth vs. Value: What’s the Difference?
With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a challenging task. Many investors feel it’s useful to have a system for finding stocks that might be worth buying, […]
Living Too Long
My grandma (GG) passed away a few years ago at age 95. She was a strong independent woman who had a flair for fashion. GG loved to wear gold and silver and regularly matched her sneakers to the rest of […]
