Does the 4% Rule Really Work?
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. […]
October 2022
Rediscover the Value of Yields in Tough Markets
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which […]
5 Unique Risks for the Affluent Investor
You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But […]
September 2022
What Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really […]
August 2022
5 Key Components to the Retirement Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on […]
July 2022
Don’t Succumb to the Fear of Missing Out
If you’ve followed markets or financial news, especially in the past few years, you may have come across the term “fear of missing out,” commonly abbreviated to FOMO. […]
Is Your IRA At Risk In This Market?
During bear markets, we must ask different questions about our money and our assets. It is no longer about which stocks will double over the next twelve months. Instead, […]
January 2022
Three Things to Know About Investing in Retirement
There’s a lot of investing advice out there, but how do you know what’s right or what’s right for your specific situation? The rules can change a bit […]
December 2021
Review Your Investment Strategy and Prepare for 2022
The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe […]
May 2021
3 Things to Think About Before Buying a Vacation Home
A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. Many people have a favorite vacation spot in a scenic […]
