by Kim Hall | Aug 13, 2024 | Investing
As you approach retirement, a new sense of purpose might start to take center stage: You’ve worked hard and built both a life and built up your retirement savings, and now you might be wondering how to use your resources to make a difference. Donating...
by Kay Dee Cole | Jul 6, 2022 | Investing, News
Media reports that the first half of 2022 was the worst start to a year for the stock market in over 50 years. And it was the worst start to the bond market ever. We are currently in a bear market. Markets are not something to be feared, just understood. Here are...
by Kim Hall | Mar 31, 2022 | Financial Planning, Investing, Retirement
So you’ve done the hard work and saved up some money for your retirement – now what? The foundation of any successful retirement plan is a solid saving strategy, but it can’t end there. With inflation rates continuously rising (now especially), money in your bank...
by Kay Dee Cole | May 19, 2021 | Investing, News
First Quarter 2021 Investment Commentary Keeping a balanced approach is always wise – that’s why looking to the past and the future are equally important in financial planning. Here are our comments for the first quarter of 2021, including concerns and positive...
by Kay Dee Cole | Mar 3, 2021 | Decision Making, Investing
Are you talking to your kids about investing? Heard of Gamestop? Bitcoin? Dogecoin? You may have heard of these investments. Your kids sure have. It’s all over social media. The headlines focus on people making money and bringing down the big Hedge Funds. Sounds...
by Kay Dee Cole | Aug 20, 2020 | Decision Making, Financial Planning, Investing
As we face increased uncertainty about our lives, work and the markets, it can be easy to become anxious and fearful. And while some worry is good for us, too much of it can lead to impulsive decisions and negative health effects, like dizziness, insomnia, headaches...
