Blog
Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. But with resilience, perspective, and the support of close connections, we can navigate through it all and
Are you ready for the holidays? Is your wallet ready for the holidays?
Thanksgiving and Christmas are fast approaching this year. With great joy and great celebrations, there are often great costs! Between the traveling, the cooking, the hosting, the shopping, and the giving; there are still so many small cracks where your money can quickly drain! A phone call asking for a bag of ice can quickly turn into a $30 detour, and bringing main courses, sides, and desserts quickly add up. Think ahead for this holiday season and know what your
What to Look For When Choosing Mutual Funds
This week’s post is a summary of a fantastic article by Glenn Curtis at Investopedia. It gives advice on what to look for when choosing your investment strategies and how to properly look at potential funds: Mutual funds work by pooling the cash from several investors to an investment product that invests in a group of assets. What are you trying to accomplish? Fees and Loads Passive or Active Management Evaluating Managers and Past Results Size of the Fund Size
Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. But with resilience, perspective, and the support of close connections, we can navigate through it all and
Are you ready for the holidays? Is your wallet ready for the holidays?
Thanksgiving and Christmas are fast approaching this year. With great joy and great celebrations, there are often great costs! Between the traveling, the cooking, the hosting, the shopping, and the giving; there are still so many small cracks where your money can quickly drain! A phone call asking for a bag of ice can quickly turn into a $30 detour, and bringing main courses, sides, and desserts quickly add up. Think ahead for this holiday season and know what your
What to Look For When Choosing Mutual Funds
This week’s post is a summary of a fantastic article by Glenn Curtis at Investopedia. It gives advice on what to look for when choosing your investment strategies and how to properly look at potential funds: Mutual funds work by pooling the cash from several investors to an investment product that invests in a group of assets. What are you trying to accomplish? Fees and Loads Passive or Active Management Evaluating Managers and Past Results Size of the Fund Size