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Preparing for Inflation: Practical Budgeting and Investment Strategies for a Higher-Cost World
Inflation has reshaped household budgets and long-term financial planning, with the cost of living rising nearly 20% since 2021. This article explores practical budget adjustments and investment strategies designed to help protect purchasing power and build resilience during prolonged inflationary periods.

Matthew Harris
2 hours ago3 min read


Geopolitical Conflicts: Understanding Market Implications for Investors
Rising tensions between Israel and Iran have led to market volatility and energy price swings. While geopolitical events can cause short-term disruption, history shows markets typically recover. Investors should avoid overreacting and stay focused on long-term goals. U.S. energy independence helps buffer economic risks, and diversified portfolios remain the best defense in uncertain times.

Summit Puri
Jun 17, 20254 min read


HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

John-Mark Young
Aug 2, 20237 min read


SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard these four asset classes mentioned when he talks about investing. Dave stresses diversifying across these four asset classes and using mutual funds to diversify across many different companies. We could not agree more. In the article below I will define each of these and then discuss a few reasons why we do this. Growth When Dave talks about g

Whitaker Myers
Sep 9, 20224 min read


COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not only do you get to reap the benefits of your hard work but knowing you have a stake in the company directly leads to working harder and taking more pride in your work and pride in your company. Your company knows this; that is why they offer company stock in your retirement plan. Being proud of your work and company you work for is great bu

Whitaker Myers
Apr 12, 20223 min read
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