Ready, set, plan

When considering a financial plan, ask yourself the following question.  Am I (are we) ready to plan now?  Being ready is an important first step in the process.  Having the right mindset in place allows you to get the most out of your plan. This mindset often begins...

Building (and sustaining) Wealth 

What does it take to build and sustain wealth today?  To answer this question, you must first define what exactly wealth means to you?  What role does it play as you look forward to tomorrow?  There are no right or wrong answers, each investor may have their own...

Perspective

A year ago, this week the S&P 500 index was hovering around 2,400.  This index tracks the largest and most successful companies in America.  After achieving an all-time high of 3,300 in February 2020, this index quickly contracted by 30 percent in the span of 30...

Why diversify?

What’s the purpose of diversification with regards to your investments?  Why not just own companies you know well or stick with your employer’s stock?  What other diversification strategies should be considered when creating a financial plan? It’s important to...