Vantage Point

It’s valuable to take a minute and reflect on how far the S&P 500 index has traveled over the years.  Annual returns dating back to 1928 may be viewed here.  Depending on how long you’ve been investing, some of these dates may be familiar.  We’ve witnessed...

Worries

How does one remain patient and avoid reacting as the markets zig and zag?  It’s human nature to want to take charge and influence as many outcomes as possible.  This is especially true (and magnified) when it comes to managing our investments.  We wish to be right in...

Suggested Reading

Making better decisions around money can be achieved by growing your knowledge on all financial topics.  I’ve highlighted some of our work below in our ongoing effort to educate investors. Happy Reading! What does it take to become a successful investor? How much...

Chasing returns 

These are challenging times to be an investor. Making financial decisions on what investments to purchase may include reviewing potential returns.  It’s natural to seek out returns that may increase your portfolio overtime.  A present-day example, such as I bonds,...

Next stop: College

It’s the time of year when high school seniors are selecting their college destination for this fall.  Many undecided students will use spring break for a campus visit or two as they narrow their choices.  Having assisted countless families with college planning the...