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John-Mark Young
Mar 25, 20236 min read
THE STOCK MARKET: BACK TO THE BASICS
Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.
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Drew Hodgson
Mar 21, 20233 min read
REWIRE THE BRAIN IN A BEAR MARKET
As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.
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Andrew Young
Mar 15, 20233 min read
INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.
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John-Mark Young
Feb 15, 20236 min read
CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!
Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...
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Drew Hodgson
Feb 1, 20232 min read
WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...
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John-Mark Young
Jan 31, 20235 min read
5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...
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Matthew Harris
Dec 15, 20225 min read
STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
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Drew Hodgson
Dec 8, 20224 min read
HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...
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John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
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Drew Hodgson
Nov 24, 20224 min read
3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING
Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...
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Jake Buckwalter
Nov 23, 20223 min read
SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...
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Drew Hodgson
Nov 10, 20223 min read
MIDTERM MENTALITY
Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...
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Nick Allen
Nov 10, 20224 min read
MEASURING YOUR RISK BEFORE INVESTING
You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...
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Drew Hodgson
Oct 27, 20224 min read
MARKET ROLLER COASTER: 2022’S LACK-OF AMUSEMENT PARK
How frightening it is to look at your ROTH, IRA Rollover, Brokerage Account, etc., and see a performance number with a dreaded minus next...
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John-Mark Young
Oct 22, 20224 min read
GOVERNMENT TREASURIES: BACK IN VOGUE
In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...
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Kelly Kranstuber
Sep 9, 20224 min read
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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Whitaker Myers
Aug 4, 20224 min read
SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?
The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...
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John-Mark Young
Jul 13, 20224 min read
BEAR MARKET STRATEGY: TAX LOSS HARVESTING
Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...
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John-Mark Young
Jul 6, 20225 min read
THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?
How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...
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Kelly Kranstuber
Jun 7, 20225 min read
BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES
Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...
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