Chart of the Month – Apr 2022
Category: Investing
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
I Bonds Pay Almost 10%, What’s the Catch?
Category: Investing
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Spring Clean Your Financial Plan
Category: Investing » Asset Allocation
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
5 Investor Lessons Courtesy of COVID-19
Category: Financial Planning » Behavioral Finance
2020 is a year we’ll all remember though in many ways we want to forget it.
Keep Your Eyes on the Horizon and Wings Level
Category: Investing » Alternative Investments
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
Are You an Owner or a Lender
Category: Investing
Trouble With Mean Reversion
Category: Investing
High Profit vs Low Profit- The Returns Are In!
Category: Investing
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren’t these companies less risky?
Chart of the Month – Apr 2022
Category: Investing
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
I Bonds Pay Almost 10%, What’s the Catch?
Category: Investing
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Spring Clean Your Financial Plan
Category: Investing » Asset Allocation
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
5 Investor Lessons Courtesy of COVID-19
Category: Financial Planning » Behavioral Finance
2020 is a year we’ll all remember though in many ways we want to forget it.
Keep Your Eyes on the Horizon and Wings Level
Category: Investing » Alternative Investments
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
Are You an Owner or a Lender
Category: Investing
Trouble With Mean Reversion
Category: Investing
High Profit vs Low Profit- The Returns Are In!
Category: Investing
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren’t these companies less risky?
Should I Be Worried About Inflation
Category: Investing
Do Simple Better
Category: Investing
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.
Keep Three Buckets in Your Retirement Boat
Category: Investing
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.