Markets go up and down. Prices fluctuate. Here is how to best handle market volatility when it seems like everything is a loss.
Continue readingHow to Handle Market Volatility | Investment Management
What Is Inflation – And Why Is Everyone Talking About It?
Is inflation a good thing? When is it cause to worry?
Continue readingA Beginner’s Guide to Alternative Investments
Here’s a closer look at alternative investments and some of the most common options available.
Continue readingTypes of IRAs: How to Choose the Right One for You
Here is a breakdown of the two most common types of IRAs and how to choose the one that’s right for you.
Continue readingBreaking Down Socially Responsible Investing
Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these companies, socially responsible investors can use a set of criteria known as ESG.
Continue readingRMD Rules & Strategies: Five Minute Fundamentals Video
We discuss the RMD rules & the best strategies for handling your Required Minimum Distribution for a Traditional IRA account.
Continue readingHelping Teens Achieve Financial Literacy
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for this education early can help establish healthy financial habits that carry long into adulthood.
Continue readingFive Minute Fundementals: Why Work with a Certified Financial Planner?
Five Minute Fundementals: Dollar Cost Averaging
The market fluctuates, sometimes unpredictably, and often discipline and a steady hand are more effective than attempting a clever trading strategy. Dollar-cost averaging is a simple investing method that can help ensure that you invest regularly and buy more stock when prices are cheap and less when they’re expensive.
Continue readingHow Does Dollar-Cost Averaging Work?
Dollar-cost averaging can potentially soften the effect of market fluctuations and allow you to take advantage of long-term trends.
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