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3

August 3, 2022

The Active vs. Passive “Debate”

The evidence is so clear that the debate between active and passive management is over - passive is the clear winner!

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19

July 19, 2022

Financial Planning 101

Forming good savings habits at a young age will pay dividends on top of dividends. Starting early with the right plan is a key to success.

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6

June 6, 2022

Making Sense of Hot Stock Tips and Investment Fads

Hot stock tips and investment fads have been around for a long time and will be around for as long as people are driven by greed and the dream of easy money. How to identify these fads and ignore them is a key part of a good long-term investment program.

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Inflation is Here. Is a Recession Next?

It comes as no surprise that we may be headed for a slowdown in the economy. Starting with high inflation sparked by excessive free money from the government, restrictive energy policies, supply chain disruptions, and now the war in Ukraine, it is not unexpected that the economy may be headed for a reset.

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Where Should You Invest Your Hard-Earned Dollars? Five Investment Buckets and When to Fill Them

As you continue to save, is there a preferred order that should be followed when placing those dollars into different account types? While the answer is often dependent on a person’s unique situation, we offer guidance that can apply in most cases.

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7

March 7, 2022

Current Events and Your Financial Future

In light of the current market volatility, we offer some things that investors should keep in mind to avoid making poor decisions with their portfolios.

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