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President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

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President Trump’s Election Victory and Investing

What is the Efficient Market Hypothesis?

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

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What is the Efficient Market Hypothesis?

Election 2024: Navigating Financial Plans Amid Political Uncertainty

How to think about the Presidential Election as it relates to my investment portfolio

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Election 2024: Navigating Financial Plans Amid Political Uncertainty

The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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The Bond Market Simplified

How Dollar-Cost Averaging Can Help Investors Get Into the Market

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

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How Dollar-Cost Averaging Can Help Investors Get Into the Market

Monetary Policy vs Fiscal Policy: What’s What with the Economy

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

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Monetary Policy vs Fiscal Policy: What’s What with the Economy

Intentionality Series: Part 1

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

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Intentionality Series: Part 1

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

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Section 121 Exclusion

When is a good time to refinance your mortgage?

Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

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When is a good time to refinance your mortgage?

Risk Ability vs. Risk Tolerance

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

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Risk Ability vs. Risk Tolerance

Systematic and Unsystematic Risk Factors

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

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Systematic and Unsystematic Risk Factors

Fundamental and Technical Analyses

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

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Fundamental and Technical Analyses

Economy

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