Hold Cash or Invest? History Shows Cash Isn’t King for Long

Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of

Independent Registered Investment Advisor

Market Outlook: 3 Reasons Long-Term Investors Should Be Optimistic

It seems like bad news is inescapable these days. For much of last year, even good news about the economy was bad news for markets.

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9 Charts Every Investor Should See

Investing during periods of volatility can be difficult, especially when markets seem arbitrary. Gaining a historical perspective can help expectations for investors and reframe events

Trading vs. Investing: Which Is Better for Long-Term Goals?

Tesla, GameStop, Hertz, Dogecoin: retail traders continue to dominate headlines in the financial news media. Some individuals may be wondering, how is trading different from

Should I Invest When the Market is High? Dispelling the Buy Low, Sell High Myth

Most investors realize trying to time the market by always buying low and selling high isn’t a realistic endeavor. Yet even with that knowledge, if

What Does an IPO Mean for Employees? What to Do When Your Company Goes Public.

What does an IPO mean for employees? And what should you do when your company is about to go public? For early-stage employees and executives with

Manage Your Money Better By Focusing on What You Can Control

Focusing on what you can control is one of the best ways to manage your money. Investors often fail to recognize the aspects of their

The True Cost of Lifestyle Inflation

Lifestyle inflation happens when your expenses increase along with your income. As earnings increase, it’s natural to want to buy a better car or take