March 9, 2018
Inflation and How It Impacts Your Money
So what’s inflation all about and how might it impact your money? In 1926, a U.S. Postage Stamp cost $.02 cents. Today, a stamp costs $.50 cents. If you had $1.00 in 1926, placed it under your mattress, and pulled […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
January 15, 2018
Savvy Women Take Charge of Their Financial Future
The facts speak volumes…Today women are the primary breadwinners in 44 percent of the U.S. households. 38% of women out-earn their husbands and it is estimated that women will control more than 67% of the wealth by the year 2020. […]
July 18, 2017
Passive Indexing has Evolved
Because the mutual fund has been around for many decades, more people understand this structure of investment than the exchange traded fund (ETF), particularly because most have been exposed to the mutual fund within their 401(k). With passive indexing, there […]
June 19, 2017
While you were on summer break…
While we typically write about things other than the market in our blog, last week, between tech, the Fed and Amazon in the news, we wanted to share a few thoughts for the individual investor. First, on Friday June 9th, […]
June 5, 2017
Turning 30 and Getting Serious About Finances
Throughout her 20s, Nancy Corwin dreaded the day she turned the big 3-0.1 . “Then the day finally came—and went.” And it was no big deal,” said Nancy. “It was really sort of a letdown after all that worrying,” she […]
Ever wonder if you should have more contact with your financial advisor? We’ve been meeting with people for years who are moving from financial advisors for reasons that almost always include a lack of contact. Beyond receiving your account statements […]
May 15, 2017
What’s Your Risk Budget?
You’ve heard about diversification, you know it makes sense, yet, when it comes to knowing how best to diversify investments, you’re just not sure you know how to do it. We think that one of the reasons it’s hard for […]
Taking a Peak Back to Get Ready for What’s to Come