Chart of the Month – July 2025

Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.

Chart of the Month – June 2024

No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market. 

Value vs Growth – What does that Mean?

Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized. 

Chart of the Month – May 2024

While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.

Chart of the Month – April 2024

Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell. 

Chart of the Month – September 2024

Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.

Chart of the Month – March 2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

Should I Invest in Bitcoin?

Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.

Chart of the Month – Nov 2023

How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.

The Seesaw of Finance

There are parallels between concepts in finance and concepts in physics. Let's take a look.

Chart of the Month – March 2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

Chart of the Month – April 2024

Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell. 

Chart of the Month – May 2024

While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.

Value vs Growth – What does that Mean?

Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized. 

Chart of the Month – June 2024

No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.