Sometimes positive momentum at the end of the year continues on when the calendar changes. Other times it comes to a sudden halt. January 2020 saw strength in bonds continue on, commodities fall apart, and the dollar regain some strength while equities generally struggled.U.S. & … Read More
How to Start Your Socially Responsible (ESG) Investing
How Do You Feel About Your Investments? When you invest your hard-earned money and assets, it is critical that you feel comfortable with your chosen companies, firms, or corporations. You are trusting them with your security and your future. So, do you believe in them? It may seem like a ridiculous … Read More
Monthly Stock Market Review – December 2019
Oh what a year it was for stock market investors as 2019 turned out to be a year in which it was hard to lose money in the markets, no matter how aggressive or conservative your portfolio. December was another solid month for stocks with all the domestic and international indexes we follow up … Read More
What Is Your Risk Tolerance If the Market Turns Down?
Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind … Read More
College Savings: From Getting Started to Enrollment
Many parents (and grandparents!) start saving for college as soon as they find out that they are starting a family. Others get a late start for a multitude of reasons. This article is intended to provide a guide regardless of where you may be in your young student’s financial journey. From birth … Read More