Blog
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
Growth or Recession – Which is it?
By Advisor Thomas Barnes Economic opinions are as numerous as the grains of sand on the beach these days. Some see recession on our doorstep while others see market growth. Many folks seem to analyze data and come to conclusions that support their opinion of the US economy while ignoring other data points that do not support their opinion. We believe the facts should dictate the opinion and not the other way around. Here are the facts as we see
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
Growth or Recession – Which is it?
By Advisor Thomas Barnes Economic opinions are as numerous as the grains of sand on the beach these days. Some see recession on our doorstep while others see market growth. Many folks seem to analyze data and come to conclusions that support their opinion of the US economy while ignoring other data points that do not support their opinion. We believe the facts should dictate the opinion and not the other way around. Here are the facts as we see