Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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Diversifying Your Portfolio
Published by Tyler Schlumpf and Ron Carson, There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different …
Financial Decisions to Make Today to Avoid Regret Tomorrow
Published by Teresa Milner The constant barrage of daily decisions can easily cause fatigue and tire out our brains. This can cause us to suffer from the inability to make good decisions. Whether we realize it or not, we are all a product of our decisions. Financial decisions are made daily …
Intestate Succession
A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass.
Win the Game of Life (Insurance)
Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost.
Lasting Happiness… Who is it for?
Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?
Are You Picking Up Your Pebbles?
With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…
