How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

Bank Money Market Account vs Brokerage Money Market Funds

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

Israel War & My Portfolio: Pray, Give & Stay Disciplined

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

Time in the Market vs. Timing the Market

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...

What Fitch's U.S. Debt Downgrade Means for Investors

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

RISK ASSETS

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

What are the differences between mutual funds and ETFs?

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.

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...