Financial Tips
We believe the key to financial freedom is staying informed and continually educating yourself on your financial investments, decisions, and life.
Below you will find some educational information and resources that we have compiled to help you on your road to financial freedom.
Managing Your Emotional Stress at Market Peaks
Managing Your Emotional Stress at Market Peaks Preparation, perspective and patience will help you invest with confidence Investing at market peaks can feel like navigating uncharted waters, especially with the looming fear of a potential downturn. Emotional stress...
October is National Financial Planning Month
October is National Financial Planning Month Five unique ways a financial advisor can help you reach your personal goals October is National Financial Planning Month, an important time for individuals and families to focus on their financial well-being. As the year...
Critical Financial Lessons from Hurricane Helene
Critical Financial Lessons from Hurricane Helene Preparing for a hurricane and stress-testing your financial planning Hurricane Helene is projected to become one of the most powerful storms in the Gulf of Mexico, with winds exceeding 100 mph expected to impact the...
A Financial Checklist as Summer Starts to Fade
A Financial Checklist as Summer Starts to Fade Key questions to ask to strengthen your financial planning before year-end As the warm days of summer begin to fade and the routine of fall approaches, it’s the perfect time for pre-retirees to revisit their financial...
Explaining the Big Resurgence of Bonds in 2024
Explaining the Big Resurgence of Bonds in 2024 Bonds are hot again and they may have a vital role to play in your portfolio In recent years, bonds have often been the neglected asset class of the investment world. For a while, equities were the star performers, while...
Coolcations: The New Travel Investment Frontier
Coolcations: The New Travel Investment Frontier It just might present a compelling opportunity to forward-thinking investors As climate change continues to wreak havoc across the globe, heat waves are pushing temperatures to unprecedented highs, making traditional...
Are You Ready for Your Portfolio to Make a Difference?
A Closer Look at the Global Stock Market Sell Off Five things to do before selling your stocks in the face of market turbulence On August 5th, global stock markets experienced a significant sell-off, leading to widespread panic among investors. Major indices across...
Historical Markets in Presidential Election Years
The performance of the stock market during presidential election years has long been a subject of interest for investors. Historically, there have been notable differences in stock market returns between election years and non-election years, and various factors contribute to these variations. With the S&P 500 and NASDAQ hitting multiple record highs so far in 2024 – and a presidential election looming at the end of the year – now is an opportune moment to examine these trends and offer guidance on what investors should and should not do.
Global Market Commentary: Second Quarter 2024
Global Market Commentary: Second Quarter 2024 Global equity markets had a very mixed second quarter, as the mega-caps and smaller-caps struggled while the larger-caps and tech names performed very well. Despite the mixed results in the second quarter, by many...
The Importance of a Mid-Year Financial Review
The Importance of a Mid-Year Financial Review It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment...
Inflation & the Rising Costs of Summer Vacations
Inflation & the Rising Costs of Summer Vacations A staycation can create lasting memories without the financial strain As summer approaches, many families start dreaming of sandy beaches, scenic road trips, and exciting adventures in far-off places. However, the...
U.S. Stocks May No Longer Outperform Europe
U.S. Stocks May No Longer Outperform Europe Economic conditions suggest a more balanced global market landscape For years, U.S. stocks have consistently outperformed their European counterparts, driven by robust economic policies, favorable currency effects, and the...