What’s on our mind? You can read about it in our blog. Whether it’s current events happening in the office, ideas from the industry, or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Jessie Thompson |
Tuesday, May 9, 2023
One of the foundational truths of investing is this: when there is uncertainty, there will be volatility in the stock market. Many times, people feel anxious about uncertainty and think they should take action. Here are 5 Do's and Don'ts:
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Jessie Thompson |
Monday, April 24, 2023
As you can imagine, we meet with a lot of people and see a lot of portfolios. We’ve found that there are some common mistakes that we see repeated and to save you the headache of making the same ones, this post discusses the top 5.
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Jessie Thompson |
Monday, April 10, 2023
Traditionally bonds have been considered a "safe" investment for retirement. But it turns out, they pose more risk than you might think! In this blog post we explore bonds vs. stocks in planning a sustainable retirement.
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Jessie Thompson |
Thursday, March 2, 2023
If you had to guess who is more accurate with their predictions: a weatherman or a stock market analyst, what would you say? The actual answer might surprise you!
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Jessie Thompson |
Friday, February 10, 2023
There are several types of retirement accounts available and each kind has its own set of rules, tax benefits, and limitations. Understanding the differences can be confusing, so I've put together a quick visual to compare the main types
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