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Category: Investing

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 often to the most dangerous phrase in investing –“but this time it’s different.” Most investors want reasonable returns — to be compensated for the risk …

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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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Santa Claus Rally InvestingInvestment Strategy
The Santa Claus Rally
The “Santa Claus Rally” is a phenomenon that warms the hearts of even the most Scrooge-like investor. It describes the historical tendency for the stock ...
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Wartime InvestingInvestment Strategy
3 Things to Remember During Wartime and Your Portfolio
Let’s talk current events and your investment portfolio. We’re in an age of information. Never in history has such a large volume of information traveled ...
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