Investments

Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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

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

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

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?

If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra

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

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

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

A gap analysis can help you see if you’re still on track to pursue your financial goals.