Keep these 3 Rules and You Will Be a Successful Investor

Investing can be very complicated and confusing, but it also can be very simple.  Today I am going to try to simplify investing with these 3 rules. 1. Own Equities ... Read MoreRead More

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What are the Cost’s Associated with Investing?

There are many different ways in which costs are charged to your investment portfolio.   Many of these are hidden and are basically untraceable.  Today we are going to discuss a ... Read MoreRead More

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The Advantage of Rebalancing

Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important.  I will explain to you how a continuously rebalanced portfolio is one ... Read MoreRead More

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Stock Market Recap after the First Quarter

From what you heard on news you might think the stock market had a horrible first quarter.  With 3 individual trading days that had very large drops, that seemed to ... Read MoreRead More

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Should You Be Dollar Cost Averaging?

Today we are going to discuss dollar cost averaging (DCA) and how it is most likely helping your retirement portfolio. “Dollar Cost Averaging-  The technique of buying a fixed dollar ... Read MoreRead More

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What to do During a Stock Market Crash

So the stock market has officially had a “correction” over the last few weeks which is a 10% drop from the previous high.  And many people are panicked!  But panicking ... Read MoreRead More

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Why You Might Want to do a Roth Conversion in 2018

The new tax changes for 2018 have many people looking into Roth Contributions and Roth Conversions.  The main reason being, with lower tax brackets for the next several years, there ... Read MoreRead More

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How Good Were Stocks in 2017

International stocks continued the hot streak and finished the year well ahead of US stocks, while both categories did much better than Bonds.   The following is an excerpt from the ... Read MoreRead More

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Is It Now Safe to Invest in the Stock Market?

All time highs and continued growth in the stock market seem to scare investors.  You can hear fears of a pull back on any media outlet you prefer.  But  Perhaps ... Read MoreRead More

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Bitcoin: Are you Missing Out?

Do you suffer from FOMO?  FOMO stands for Fear Of Missing Out.  Just about everyone suffers from this in one way or another.  Bitcoin is becoming more of a household ... Read MoreRead More

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