Well since there's not much else happening on August 14th each year (sorry if that's your birthday, and if that's the case, Happy Birthday!), the day-naming committee (DNC?) decided today is National Financial Awareness Day. So, I guess we need to all be more aware of our finances today? [...]
Getting started with a new career at Lockheed can be overwhelming - new roles, maybe a relocation, new staplers, HR forms, etc. Many times, the thing that gets overlooked during that initial process is the 401k. So, what are the top 5 401k mistakes I see new Lockheed Martin [...]
Agree Dwight...Experience really IS the best teacher I was just going to share a clip from one of my favorite shows "The Office" then I heard Dwight say "Experience is the best teacher." This phrase, when applied to investing, can be extremely valuable. If you've been [...]
As I'm typing this, the S&P 500, the broad market index that is used as the common test of "how the market is doing" is down about 14% in 2022. That's up from a low of around 23% back in June. Basically, 2022 hasn't been a great year in [...]
We did it this week...we officially crossed into Bear Market territory....another term for the broad market being down more than 20% from its peak. You've probably seen a scary bear or one like I used in the the blog banner above in a lot of articles talking about the [...]
If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans. We've outlined five key differences for your consideration: 1. Diversifying [...]
Anytime the market is one of the top stories in the news, I definitely get a few client questions in my email inbox. I think it's a great time to talk about what went on last week with GameStop and a few other stocks that many consider "speculative." So [...]
You probably hear it all the time at work, at church or on the golf course. Your buddy is playing with a few stocks and has hit it big. They invested near the bottom and of course their investment skyrocketed and they got out and and cashed in. This [...]
