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Investment Laddering

Investment Laddering

We’re talking about “laddering.” It’s got nothing to do with painting or firefighting, but rather investing. If you’re a conservative low-risk investor, this might be a strategy you want to take advantage of.

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Wayback Wednesday: Common Investor Mistakes

Wayback Wednesday: Common Investor Mistakes

In a blog post in 2012, we explored 5 Common Investor Mistakes. Five years later we continue to see investors struggle with confusing “true” diversification, paying too much for their funds, and taking advice from a neighbor.

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Mid-Year Review 2017

Mid-Year Review 2017

As we approach the end of the first half of the year, here’s a little mid-year review of where we stand for 2017.

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Estate Planning 101

Estate Planning 101

If you don’t have your estate plan totally in place, you’re not alone – however, it’s never too soon to get started. In our podcast, Megan gives tons of great information on different estate plans and what you can do to start yours.

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The Unprecedented Home Seller’s Market

The Unprecedented Home Seller’s Market

Right now, we’re seeing a firmly seller’s market in the homeowning world. In fact, many are calling it the “strongest seller’s market ever.” This strange market is causing people to do things that we don’t normally see.

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What’s In a Number?

What’s In a Number?

From our perspective, the number on the stock market is unimportant. Our “scoreboard” is the projected future earnings of companies. The first quarter earnings for 2017 have come out, and they are strong so far.

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How the Trump Administration Could Affect the Markets

How the Trump Administration Could Affect the Markets

We’ll be releasing new episodes weekly of “Gimme Some Truth,” where we’ll tackle plenty of different topics and bring on some great guests. If there’s any topic you’re looking to hear more about, don’t hesitate to let us know and we’ll try and get it on the show.

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