Financial Knowledge

July 5, 2023

Living a “Stock Market” Lifestyle

A competent planner understands that the client holds all the answers to their future financial security. Ironically, though,...

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July 5, 2023

The Rule of 40

The rule of 40 is one of many ways to evaluate a company. This rule is often used...

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July 5, 2023

The Magic of Compounding Interest: The 8th Wonder of the Wor

Today, we dive into the fascinating world of compounding interest and how it can work wonders for your...

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July 5, 2023

Technically Speaking – July

Technically Speaking: Long Term Resistance:  SP500 4500 then 4600 Long Term support:  SP500 3800 then 3500   The...

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July 5, 2023

Despite rising interest rates and a slowing economy…

Despite rising interest rates and a slowing economy, the S&P 500 was up 8.9% at the end of...

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June 5, 2023

We all know that we should be saving for retirement, but whe

It's never too early to start saving for retirement, but many of us don't really know where to...

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June 5, 2023

TRADITIONAL IRA VS. ROTH IRA

There are two main individual retirement account options available for an individual to choose from. The choices are...

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June 5, 2023

Technically Speaking – June

Technically Speaking: Long Term Resistance:    SP500 4300 then 4500 Long Term Support:         SP500 3800 then 3500 The common...

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June 5, 2023

May has historically been a difficult month for stocks

May has historically been a difficult month for stocks with an average return of 0%.  You may have...

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