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False Positive Investing Class
Wednesday June 11, 2025 6:30 PM An in depth discussion on diversification in investing and why it matters. We will discuss how returns are made in investing, and how diversification can help to lower your overall risk. With the crazy market we have had so far this year, this is a great time for a…
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This Group of Stocks is Crushing 2025 So Far
With the news cycle the way it is, there has been a lot of doom and gloom when it comes to the stock market so far in 2025. But one of the main mutual funds we use for our clients, FMNEX (international stocks) is up 7.55% as of April 18th, while the Nasdaq (US tech…
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Rebalancing: Why It’s So Important
As we passed the second quarter of 2024, our clients’ portfolios were reviewed for rebalancing. But what does rebalancing an account entail and why is that so important? Investopedia explains that rebalancing “involves periodically buying or selling assets in your portfolio to maintain your original desired level of asset allocation.” Here are the two main…
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Why NOT to Wait on Estate Planning
A death in the family is life changing and stressful as it is, and the last thing surviving family needs is further discord and confusion on how to administer an estate. Those who do not take any action with their estate during life often make it much more difficult (and expensive) for their heirs manage.…
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Does the New SECURE Act 2.0 Impact Me?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress in late 2022. It is designed to encourage Americans to improve their retirement savings plans. Of the many impacts this bill has, here are some of the more important changes that may affect your retirement plans. I actually really like…
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2022 Investment Market Recap
It’s clear that 2022 was a significant negative year for US and world markets. The S&P 500, Dow Jones Industrial Average, and Russell 2000 had annual losses of 18.44%, 8.78%, and 20.44% respectively. We haven’t seen steeper declines since the recession of 2008. Tech stocks were some of the hardest hit. The Nasdaq, which measures…
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The Power of Compound Interest
A dollar is worth more today than it is tomorrow, and with the help of compound interest, that couldn’t be truer. This concept is often referred to as the “time value of money” and it shows us that those who are too hesitant to invest their money are in fact, choosing a negative investment. It…
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Which Investment Account is Right For Me?
It can be daunting to plan out retirement when there is a seemingly endless number of rules, components, and factors to consider. Because of the complexity of it all, so many put off investing until much later in life, when the greatest potential for long term growth has already passed. As it is important to…
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The Crypto Conundrum Investing Class
Wednesday October 26, 2022 6:30 PM Come join our free investing class about the ever growing digital currency craze. Should I dedicate a portion of my money to crypto-based investments? When there are always trending stories of those who get rich quick through crypto investments, it’s easy to join the hype and jump aboard. But…
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Gearing Up for the Next Crash Webinar
Wednesday May 4, 2022 4:00 PM I am doing an investing class live webinar for clients and guests. Cost- Free Date- Wednesday, May 4th, 2022 Time- 4:00 PM Where- Online through Zoom Topic- Gearing Up for the Next Crash Are you wondering if there could be a stock market crash in the near future? You…
