Themes for the Next Decade

Blog “Investment Themes for the Next Decade” Let’s face it, 2020 has been a difficult year for so many.  Whether it was the Australian wildfires, the killer hornets, the California fires, or the COVID pandemic, we have had our fair share of tumultuous events. ...

4 Exercises for Better Money Habits

Blog “4 Exercises for Better Money Habits” Do you ever find yourself wishing you had better money habits, but you just can’t seem to change your day-to-day actions?  Here’s the good news: It is absolutely within your control to transform your habits and become...

Why the Dow Jones is not a Great Benchmark

Blog “Why the Dow Jones is not a Great Benchmark”   It’s nearly impossible to tune into mainstream media outlets like CNBC without the Dow Jones Industrial Average (DJIA) being the focal point amongst stock indices. I, myself, am guilty of quoting the Dow’s...

Trends in a Post-COVID World

Blog “Trends in a Post-COVID World” Where is the stock market going from here?  Why has the market recovered so quickly?  If we don’t find a vaccine for the virus soon, will we see a huge drop in the market?  These are all common questions we are getting from...

Stock Markets and Presidential Elections

Blog “Stock Markets and Presidential Elections” While our post this week might not directly assist you in your quest towards financial independence, but it’s also fun to see how finances can play into so many aspects of our world.  If 2020 hasn’t already been...

ETFs vs. Mutual Funds

Blog “ETFs vs. Mutual Funds” Exchange Traded Funds or ETF’s are fairly new on the investing scene, at least in relative terms.  ETF’s first came on the scene in 1993 while Mutual Funds have been around since the 1920’s.  Since ETF’s began, there is an ongoing...