facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Stay up to date on current financial events and commentary with our weekly blogs.

10 Tough Conversations You Need to Have Before You Retire Thumbnail

10 Tough Conversations You Need to Have Before You Retire

10 Tough Conversations You Need to Have Before You Retire. Thank you to Cameron Huddleston for including me in her article for GoBankingRates.com. You’re retired, now what? For many, spending up to 10 plus hours a day working was not uncommon. What will you do to fill every day in retirement for the next 25-35 years? Knowing the answer is key to your wellbeing in retirement.

Read more
How to Get Over Your Fear of Investing Thumbnail

How to Get Over Your Fear of Investing

When it comes to investing, millennials are a cautious group. In fact, nearly half think it’s too risky to invest, according to the BlackRock Global Investor Pulse Survey. Rather than buying stocks and bonds, 70 percent of adults ages 25 to 36 are clinging to cash assets.

Read more
8 questions to ask before deciding when to sell stocks Thumbnail

8 questions to ask before deciding when to sell stocks

1. What were your original goals for the stock? “Stocks will do one of three things: go up, go down or go nowhere. You need to know before you buy it what you’re going to do when these three things happen,” said Charles Scott, a Scottsdale, Ariz., financial advisor and owner of Pelleton Capital Management.

Read more
Best Books: 9 Books to Read to Learn Basic Economics Thumbnail

Best Books: 9 Books to Read to Learn Basic Economics

1. What were your original goals for the stock? “Stocks will do one of three things: go up, go down or go nowhere. You need to know before you buy it what you’re going to do when these three things happen,” said Charles Scott, a Scottsdale, Ariz., financial advisor and owner of Pelleton Capital Management.

Read more
10 Tough Conversations You Need to Have Before You Retire Thumbnail

10 Tough Conversations You Need to Have Before You Retire

10 Tough Conversations You Need to Have Before You Retire. Thank you to Cameron Huddleston for including me in her article for GoBankingRates.com. You’re retired, now what? For many, spending up to 10 plus hours a day working was not uncommon. What will you do to fill every day in retirement for the next 25-35 years? Knowing the answer is key to your wellbeing in retirement.

Read more