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Cryptocurrency: Not for the Faint of Heart

Category: Investing
By Ryan Lamoureux
07/23/2021

Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.

Chart of the Month – Sept 2023

Category: Investing
By Michael Westphal
09/05/2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Chart of the Month – Sept 2022

Category: Investing
By Michael Westphal
09/08/2022

Following Russia's invasion of Ukraine, gas prices spiked to a nationwide peak of $5.02/gallon on June 13, 2022. Since then, the price of gas has been coming down, but the discussions about it have not slowed at all.

Chart of the Month – Oct 2023

Category: Investing
By Ryan Lamoureux
10/10/2023

Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”

Chart of the Month – Oct 2022

Category: Investing
By Ryan Lamoureux
10/14/2022

As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.

Barbell Portfolios Can Be Hard To Hold On To

Category: Investing
By Marcus Iwig
11/03/2021

Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.

Bad News

Category: Investing
By Ryan Lamoureux
03/31/2023

Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.

Are You Investing or Playing a Completely Different Game?

Category: Investing
By Jason Brown
03/09/2021

Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.

Are You in the Bear Market Buyer’s Club?

Category: Investing
By Caleb Brown
07/08/2022

For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.

Are You Afraid of (Market) Heights?

Category: Investing
By Kent Kramer
07/26/2021

Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”

An Investment Portfolio Is Like a Good Smoothie

Category: Investing
By Joe Bantz
10/04/2021

Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!