A Breakdown of Different Investment Types
As a financial advisor, guiding clients through the complexities of various investment options is a key part of my role. Understanding the different types of common investments—stocks, bonds, mutual funds, and ETFs—is crucial for building a well-rounded portfolio. This blog post will provide a comprehensive breakdown of these investment types by exploring what they are, […]
How Do Midterm Elections Affect the Stock Market?
Election Day has passed by once again. Every two years our elections determine the state representation in the US House of Representatives and the Senate. While the outcomes of this years midterm elections still remain somewhat uncertain, one thing we can count on is that there will be plenty of opinions and predictions floated about […]
Everything Millennials Should Know About Starting a 401(k)
Saving for retirement is one of the most important things that a millennial can do for their future. Even though retirement is years away, saving should start as early as possible. Early retirement without the worry of money may be ideal, but the truth is it takes hard work and a lot of time. Having […]
Parallels Between Memory and Compounding Returns
Why does time seem to speed up as we age? There are a few different ideas on why this is the case, but one can simply use math to explain. As we age, we begin to experience more time and life events. Our memories slowly begin to fill up and the time experienced begins to […]
Investing For Nonprofits — Let Your Mission Be Your Guide
The specific mission of your nonprofit and how you go about that mission is unique to your organization. Similarly, while it might seem like there is a best practice for how all nonprofits should manage their investable assets, the truth is there is no single approach that works best.