4 min read
How Does Inflation Impact the Stock Market?
How Does Inflation Impact the Stock Market? " \n Inflation affects the economy instantly \n Interest rates start to rise \n Corporate earnings are...
3 min read
What to Expect in Your First Investment Management Meeting
Whether you’ve already scheduled your first conversation with us, are a current financial planning client interested in exploring investing, or...
4 min read
Tax Reduction Strategies for Entrepreneurs and High-Income Earners
Tax Reduction Strategies " \n Max out retirement plan options \n Solo 401(k) for business owners \n Backdoor Roth conversion \n Tax efficient...
3 min read
Annuities as a Retirement Income Investment Opportunity
You worked hard all your life, and now you’re retired. Congratulations, you’ve more than earned it! Are you comfortable? Yes, but you know you could...
5 min read
What Is an Example of a High Risk Investment?
High-Risk Investment Example " Dogecoin is a perfect example of a high-risk investment. Dogecoin is a cryptocurrency that started as a joke but...
3 min read
How to Manage Investment Risk (3 Strategies + Examples)
How to Manage Investment Risk " To manage investment risk effectively, focus on three key strategies: diversification, stop-loss orders, and hedging....
3 min read
What Are Equities in the Stock Market? (Overview + Examples)
What Are Equities in the Stock Market? " An equity in the stock market usually refers to the stock itself. The word \"equity\" signifies ownership,...
5 min read
What Causes a Stock Market Crash? (+ Examples)
What Causes a Stock Market Crash? " A stock market crash typically occurs when extreme overvaluation of the market coincides with a significant...
4 min read
What Are Financial Assets? (Overview + Examples)
What are financial assets? " A financial asset is a paper asset that represents a real asset. It’s a stock that represents a corporation. It's cash...
6 min read
What Are the Different Types of Investment Funds? (+ Examples)
Types of Investment Funds " \n Mutual funds: A mutual fund allows you to pool your money with other investors, so you can “mutually” buy investments,...
7 min read
4 Best Types of Loans for Investment Properties (+ Examples)
Types of Loans for Investment Properties " \n Conventional bank loan: This is the more standard process of working with a bank as your lender. Your...
6 min read
4 types of investments (+ examples)
We’re going back to financial school today, everyone. I don’t care if you’re new to investing or you consider yourself at least marginally...
4 min read
What does the stock market do in a recession? (+ examples)
If you’re a smart investor who goes out of their way to stay informed (I salute you), getting a clear picture of what is happening in the U.S. stock...
3 min read
What will stocks do this year? (2024 stock market analysis)
A client recently asked me this question, “What will stocks do this year?” In fact, a lot of people ask me this question this time of year. Heck, I...
5 min read
Why is estate planning important? (+ examples)
If you’re reading this article, I’m genuinely glad you’re here. Maybe you’re new parents who are thinking for the first time about how you safeguard...
5 min read
What are the 4 risks of investing? (+ examples)
As the title implies, you’re here because you want to develop a deeper understanding of what the true risks of investing are, and this may be for a...
4 min read
What is the purpose of an estate plan? (examples + next steps)
We’ve said it before, but I’ll say it again — estate planning as a topic isn’t exactly a fun one, as it requires us to consider our own mortality....
5 min read
Investing governance for college and university endowments
College and university endowments are absolute marvels. Yes, you play an essential role in the long-term health and sustainability of your...