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The Importance of a Health Savings Account

Sep 30, 2022 | Financial Planning, Health Care, Investing, Medical Expenses, Portfolio Diversification, Weekly Financial Thought

Blog “The Importance of a Health Savings Account”   If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity.  Healthcare costs can be a major stumbling block for both the young and...

“Understanding How Dividends Work”

Jul 29, 2022 | Investing, Portfolio Diversification, Retirement

“There is more than meets the eye when it comes to dividend investing. While they have performed well so far in 2022, it’s important to understand how dividend paying stocks actually work.”

“A Tough Six Months”

Jul 8, 2022 | Investing, Issues that effect todays Market, Portfolio Diversification, Retirement, Weekly Financial Thought

“It’s been a tough six months in the market, but this can usually produce some silver linings going forward.”

‘Mid- Year Outlook’

Jul 1, 2022 | Investing, Issues that effect todays Market, Portfolio Diversification, Retirement, Weekly Financial Thought

“It’s been a rough start to 2022 for both stocks and bonds. Here is where we see things trending as we look forward to the second half of 2022 and beyond.”

Diversification Isn’t Always Fun

Feb 18, 2022 | Investing, Portfolio Diversification, Retirement, Uncategorized, Weekly Financial Thought

“Diversification Isn’t always fun but can be so helpful in volatile markets like we’ve been experiencing lately!”

‘The Role of Bonds in Your Investments’

Aug 6, 2021 | Investing, Portfolio Diversification

Blog “The Role of Bonds in Your Investments”   With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond prices have an inverse relationship to interest rates: when interest rates start to go back up,...
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