If you are like a lot of other people, you probably began your investment journey when your employer offered you a retirement plan. More than likely, your employer-provided some basic information about how to divide up your retirement plan contributions. That is asset … [Read more...] about Does Asset Allocation Still Work in 2022?
financial education
Do You Unknowingly Own Russian Stocks? WHAT NOW?
Are you one of those investors who unknowingly own Russian stocks? Let me help you find out. Many Russian stocks have gone from high prices to penny stocks in a matter of days. In contrast, some stocks stand to benefit from the Ukraine Russia War. But how do you know and what … [Read more...] about Do You Unknowingly Own Russian Stocks? WHAT NOW?
Five Common Financial Planning Complaints
The most common financial planning complaints are not about the financial planning process. The most common financial planning complaints are criticisms about the business and the advisors. When I interview a new client from another financial services company, I always ask, "what … [Read more...] about Five Common Financial Planning Complaints
What Is a Good Stock Tip?
Good stock tips are everywhere! Aren't they? There is no shortage of opinions on which stock will be the next winner. Cable news, news publications, and social media are full of opinions on the next best investment. With so many people giving their view on a good stock tip, how … [Read more...] about What Is a Good Stock Tip?