Articles
15 of the Worst Investments in History: How to Avoid the Next One
Investing can be a powerful tool for building wealth, but not all investments are created equal. Throughout history, there have been numerous examples of investments
Exploring Alternatives to Edward Jones: Finding the Right Financial Advisor for You
When it comes to managing your finances and investing for the future, choosing the right financial advisor is crucial. Many investors turn to well-known firms
There’s Still Time to Make IRA Contributions for 2023
As we navigate through the year, it’s surprisingly easy to overlook some of our financial planning tasks. If you’ve put off making your IRA contributions,
2024 Financial Health Checkup
February isn’t just about heart-shaped chocolates; it’s also the perfect time for a financial checkup. In the spirit of American Heart Month, let’s delve into
How will the 2024 presidential election affect the stock market?
How to trade for a Trump or Biden victory While voters are weighing each party’s economic policies given declining inflation and a resilient, historical data
Retirement Planning for Creative Professionals: 5 Steps toward a Secure Future
For creative professionals passion often leads the way. Filmmakers, illustrators, composers, and many other creatives tend to focus on their craft, sometimes at the expense
6 Investing Resolutions for 2024
Happy 2024, Investors! It’s that time of year for new beginnings and setting solid, actionable investing resolutions. This year, let’s go beyond general advice and
Rethinking Passive 401k Strategies: Insights from the WSJ’s Analysis
The Wall Street Journal’s insightful article, “Your ‘Set It and Forget It’ 401(k) Made You Rich. No More.”, serves as a wake-up call for investors
Navigating the Fourth Turning: 6 Investing Tips for Uncertainty
As the fourth turning is upon us, many investors find themselves asking: how can we prepare for this season of crisis and upheaval? The answer
Estate Tax Exemptions after 2025: Info for High Net Worth Families
There’s a looming shift in the landscape of estate planning. If you’re part of a high net worth family, it’s crucial prepare. Back in 2017,
Investing Implications of the Fourth Turning
History tends to move in cyclical patterns, akin to seasons. The Fourth Turning, as presented in the work of William Strauss and Neil Howe, paints
Robo-advisor alternatives: Why human financial advisors outperform
Investing in the stock market is both an art and a science. Choosing investments involves making critical decisions that can significantly impact your financial future.