What’s your personal investment philosophy? How do you decide what to invest in, and when? Knowing the answers to these questions can help you build a portfolio designed to stand the test of time. But before you can answer those questions, you first need to know your personal investment pillars. These are the rules and standards you follow whenever you’re considering buying, selling or changing Continue Reading
Managing Investments During a Financial Crisis
A well-balanced portfolio can withstand a financial crisis and still end up strong in the end. A healthy portfolio accounts for things like recessions and upswings. That’s why you include stocks for growth and bonds for stability. There are many ways to handle market volatility without damaging your portfolio. But what about now? In the midst of the coronavirus crisis, we are dealing with a ton Continue Reading
How to Handle Market Volatility
If the stock market downturn at the end of 2018 has you feeling jumpy, hang in there. There has been a lot of speculation about how the markets will fare in the new year, and even some concern about a looming recession. Regardless of how the year pans out, remember that playing the long game often yields better results for investors. Here are some tips for what to do when the market Continue Reading
6 Financial Planning Moves for your 40s
The financial planning moves that helped you build a foundation or support your family awhile ago may not be enough now that you’re in your forties. This decade might be the first time you really feel the pressure of a looming retirement, send your kids off to college, or debate downsizing your family home. Wherever you are in your forties, there are some universal money moves Continue Reading
Why Life Insurance is NOT an Investment
If you consider life insurance an investment, you're not alone. Permanent life insurance is often sold as an investment wrapped up in an insurance policy, but don't be too hasty to sign off on the dotted line on a certain product. There may be better options for you, and far better investments. Here's what you need to know before shopping for life insurance: If you're a more visual learner, Continue Reading