The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

What are the differences between mutual funds and ETFs?

Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...