Are Individual Bonds Or Bond Funds A Better Investment?
Introduction Are individual bonds or bond funds a better investment? Bonds are an important part of an investment portfolio. Maybe you’ve heard…
What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
Is inflation bad for investments?
Inflation is the increase in prices for goods and services during a period. It is measured by the Bureau of Labor Statistics…
Coronavirus Stimulus Plan – The CARES Act
The coronavirus stimulus plan known as the “CARES Act” is here and it’s huge. It passed in the Senate 96-0, was approved…
David’s Personal Finance Q&A – November 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
David’s Personal Finance Q&A – February 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
Dow 20,000 – What Does This Mean For Your Investments?
The Dow Jones Industrial Average closed at 20,068.51 which is an all time closing high. For those that like round numbers, this…
5 Misconceptions Putting Your Finances At Risk
The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the…
403b Plans And What Teachers Need To Know
Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are…
How To Make Smarter Investing Decisions
Investing decisions can be hard with all of the noise out there. As a financial advisor, I’ve seen the damage caused when…
Why Teachers Should Review Their 457 Plan Today
If you’re a school teacher, you’ve got a lot on your plate. Reviewing your 457 plan might not be high on your priority…
Investing Mistakes To Avoid When Markets Get Rough
It is human nature to avoid danger. When confronted by it, we are forced into a fight or flight situation. However, when…