Pay Attention to Expense Ratios!

Investing in mutual funds and exchange trade funds is simultaneously easier and more complex than you would believe. That’s because with investing comes a slew of new financial jargon that most investors overlook. When selecting a fund, one often overlooked...
A Lifestyle-Driven, Durable Financial Plan

A Lifestyle-Driven, Durable Financial Plan

The last two years of history have had meteoric impacts on the finances and lifestyles of Americans: from housing prices skyrocketing, to inflation similar to the ‘70s, the COVID pandemic and learning how to work from home, older workers choosing simply to retire...
Investing Amid Geopolitical Risk

Investing Amid Geopolitical Risk

As we have seen recently with the Russia/Ukraine conflict, geopolitical risk is a very real phenomenon that drives down stock values, because investors fear uncertainty. The uncertainty of how large or small the conflict will be is what makes stock prices so choppy....