Category: Michael Walstrom

How to Handle Market Volatility | Investment Management

Market Corrections -Keep Calm and Market On

Markets go up and down. Prices fluctuate. Here is how to best handle market volatility when it seems like everything is a loss.

What Is Inflation – And Why Is Everyone Talking About It?

Is inflation a good thing? When is it cause to worry?

A Beginner’s Guide to Alternative Investments

Here’s a closer look at alternative investments and some of the most common options available.

Types 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.

Breaking Down Socially Responsible Investing

Socially Responsible Investing | The ESG Basics

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.

RMD Rules & Strategies: Five Minute Fundamentals Video

RMD Rules & Best Strategies | Aequus Financial Planning

We discuss the RMD rules & the best strategies for handling your Required Minimum Distribution for a Traditional IRA account.

Helping Teens Achieve Financial Literacy

Preparing Teens for Financial Adulthood | 4 Tips on Basic Money Management

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.

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Five 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.