What Investing is (and is not) 

Recently there has been a lot of attention placed on the wild financial gains of certain companies and trading platforms.  So much hype around what’s being made, who’s taking advantage of who, and stories of turning $20k into $200k in three weeks.  Top this off with a...

Dividends and Equities

Take a look at your 12/31 investment statements.  Specifically, review the dividends credited to your accounts on your statement.  They are not insignificant if your portfolio is constructed of many different companies.  Dividends from the equities you own are...

Then & now…

Imagine updating your financial plan in January, April, or December of 2020.  How might the plan outputs at various dates have impacted your behavior and financial choices?  What other life decisions may positively influence your approach to planning? January 2020: ...