Skip to main content

Why the Market Crash May Actually Bring Surprising Blessings

ArticlesJune 27, 2022

Sometimes, scary circumstances may end up helping us far more than we expect… As of this writing: The S&P 500 index is 22.9 percent off its January 3 peak (having slightly increased last session from -23.1 percent), officially in bear market territory. The NASDAQ Composite Index is worse, off its peak by 32.9 percent. Even the

3 Powerful Reasons Stocks Are Becoming a More, Not Less Compelling Asset

ArticlesJune 16, 2022

Yes, it’s a bear. As of the 6/13/2022 close, the S&P 500 lost over 20 percent of its value since its 1/3/2022 peak (-21.6 percent at the recent low, recovering slightly to -20.5 percent as of this writing). If you’re thinking you’d best pull your money out of the stock market (or have already

Transitioning After a Life Event: 5 Steps to Keep Your Finances in Order

ArticlesJune 14, 2022

Whether you’re a fan of change or the idea of it makes you want to crawl under your covers and hide, you’re bound to run into big changes throughout the course of your life. With all the emotional stress in those big moments, it can be tough to stay organized. Finances might even be the

What is an Accredited Investment Fiduciary (AIF)?

ArticlesMay 26, 2022

An Accredited Investment Fiduciary (AIF) is legally obligated to always act in the best interests of their clients. They offer recommendations based on each client’s unique goals rather than prioritizing commissions, kickbacks and referral fees that solely benefit them. AIF holders are highly competent in fiduciary responsibility and know how to communicate a commitment