Latest Posts

Investors & the Markets: What to Watch Out for in an Election Year

by Ray Sagner on Feb 2, 2024

Investments, Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a lot of us, causing more election stress than ever before.1

It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense.

Here’s a handful of key factors to keep in mind when you’re investing in an election year.

Investors & the Markets: What to Watch Out for in an Election Year

by Ray Sagner on Jan 11, 2024

Investments, Finance, Lifestyle, Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

by Ray Sagner on Jan 10, 2024

Investments, Finance, Savings, Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

by Ray Sagner on Sep 28, 2023

Investments, Savings, Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.

How to Stop Subconsciously Sabotaging Your Financial Goals

by Ray Sagner on Aug 23, 2023

Lifestyle, Investments, Finance, Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

by Ray Sagner on Aug 9, 2023

Investments, Finance, Lifestyle, Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.