4 Investment Mistakes Women Want to Avoid On Their Wealth-Building Journey

2022-08-09T20:43:12+00:00July 29, 2022|Blog, Investments|

Facts are facts, and the facts say that women are awesome investors.  Recent data from Fidelity discovered that when women invest, they tend to outperform their male counterparts by 40 basis points (0.4%). Couple that with data from McKinsey, which estimates that women will control a significant portion of the $30 trillion wealth transfer from the baby boomer generation, and the future of money is looking female. But for all of these “wins,” there will [...]

How Goals-Based Investing Can Transform Your Strategy for Good

2022-04-26T21:45:42+00:00May 29, 2022|Blog, Goal Planning, Investments|

Let’s start with a “big” question.  Why do you invest? Your first thought probably wasn’t padding your balance sheet or passing away with millions in the bank.  Your mind likely traveled to one of your financial goals—funding your child’s education, buying a dream home, or securing your ideal retirement plan. When you focus on the “why” behind investing, you’ll never look at the markets or your portfolio the same again. Concentrating on your “why” is [...]

Why Timing The Market Doesn’t Work (and How To Invest Better)

2022-04-26T21:39:35+00:00May 15, 2022|Blog, Investments|

Few words characterize today’s financial markets better than uncertainty.  When overseas economic issues rob investors of months of gains and speeches by Federal Reserve officials cause markets to flip-flop unpredictably, investors are left wondering what they should do.  In an attempt to make major market movements work for their portfolios rather than against them, some investors attempt to time the market.  But is timing the market even possible?  Let’s look at what marketing timing is, [...]

Go to Top