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Category: Investing

invest InvestingInvestment Strategy
Do you know the cost of your investments?

Investors are familiar with a common disclosure alerting them that “investing involves risk of loss”. But there is another important piece of information many investors overlook: what expenses come with this investment?   For mutual fund and exchange traded fund investors, this is called the expense ratio, and it is …

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How the S&P500 has performed after rate cuts Investing
How the S&P500 has performed after rate cuts
As an investor, how does a half a percentage point cut in the Federal Reserve’s key interest rate affect portfolio returns?   Rate cuts evoke ...
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Presidential Elections financial advisorfinancial advisor richmondfinancial planner
Presidential Elections – Stay the Course
Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...
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401(k)Employee Benefitsfinancial planning
LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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401(k)Employee Benefitsfinancial advisor richmond
LIFE series: A New Job
Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...
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Market Commentary Investing
Market Commentary May 2024
  Inflation and its stickiness have recently been a persistent topic in news outlets. Measured against prices a year ago, inflation is at 3.5% as ...
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Are IPOs a good investment? financial advisor richmondfinancial planningGeneral Planning
Are IPOs a good investment?
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
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Presidential Election Investing
Presidential Elections and Your Portfolio
            Presidential elections come once every four years, and each is an election like never before… just like the ones ...
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advisor Investing
Why an Advisor Shouldn’t be a Yes Man
Charlie Munger earned the nickname “The Abominable No Man” working for Warren Buffet at Berkshire Hathaway has his number two. A nickname earned by Munger’s ...
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