The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

How Dollar-Cost Averaging Can Help Investors Get Into the Market

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

Monetary Policy vs Fiscal Policy: What’s What with the Economy

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

Intentionality Series: Part 1

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

When is a good time to refinance your mortgage?

Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

Risk Ability vs. Risk Tolerance

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Systematic and Unsystematic Risk Factors

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

Fundamental and Technical Analyses

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Removing Private Mortgage Insurance (PMI) from your Mortgage

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

What is a Password Manager?

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

Alternative Investments – Private Credit

Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...