Tag Archive for: Investing

Can You Stay Calm and Carry On? Here’s What Happens When Interest Rates Rise
In the past 10 to 12 years, we’ve seen two major crises: a global pandemic and a financial crisis. Both have brought about extraordinarily low interest rates as a policy response. But as we’ve moved through each of these events, we also…

How to Build an Investment Plan that Works for You
If you haven’t already heard it from us, you’ve likely heard it somewhere that investing is an important way to build wealth. “Investing” is a broad term though, and it means something a little bit different for everyone. Not to mention…

What Speculation vs. Investing Has to Do With Tulips
It’s hard to imagine that just a year ago, we were in some of the darkest days in a generation, unclear about what the direction of our health and wealth would be because of the pandemic. Fast forward a year later and the stock market is…

The Importance of Being Optimistic When You Invest
The importance of optimism when you invest can’t be overstated. In fact, it’s scientifically supported that having an optimistic mindset helps you build wealth! A study done by Michelle Gilean in partnership with Frost Bank showed that…

Worried about Stock Market Performance in Election Years?
As if 2020 wasn’t turbulent enough, the news is all over speculating about stock market performance in an election year. Personally, I hate to talk about short term stock market performance—or any type of investment right now for that matter—because,…

What is Asset Allocation? And Why It’s Important for Your Investing.
With every client, my goal is to create a tailored investment strategy that manages what we can control. After considering variables like investment fees, taxes, and comfort levels with volatility and risk, we often settle on something called…

What is an ETF and Why You Should Be Investing in Them
I’m going to let you in on a little secret: there’s a cheaper, easier way to get some skin in the stock market game. You just need to remember the letters ETF, otherwise known as an Exchange Traded Fund. So, what is an ETF anyway?
Here’s…

Stock Market Correction: A Guide to Staying Sane
A stock market correction is never fun. Who wants to lose money on paper? Definitely not me. By nature, stock market corrections are unpredictable. They happen quickly and before you can react. They make you crazy with questions: If the stock…

Creating A Long Term Investment Plan: Tune Out The Noise!
Before we talk about your long term investment plan, let me tell you a quick story.
In my past career, I picked stocks in front of Bloomberg screens with flashing green and red prices. I saw the devastating depths of the 2008 Financial Meltdown,…