Jun 3, 2024 | Investment Management
Investors often get caught up in the thrill of watching their investments grow in value. It’s like riding a wave during a booming market—it feels fantastic. But while we’re fixated on growth, we might overlook something equally important: income....
May 10, 2024 | Investing 101
With the increased popularity of index funds and ETF’s, does it still make sense to invest in individual stocks? Funds have certainly made it easier to invest in the stock market. For instance, they are a great way to systematically invest 401K contributions with each...
Feb 22, 2024 | Investing 101
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of ‘active’ investing. As a fee-only Investment Advisor, we emphasize the importance of active risk management. Over our many...
Oct 5, 2023 | Market Commentary, Newsletters
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher interest rates are all taking a toll on investor emotions. Fear has begun to replace greed...
