Articles

For many of us, our house is our biggest investment and asset. Consider these facts:

• According to the National Association of Realtors, the median existing-home price is approximately $280,000. Assuming at least 20% down, that translates into an investment of $56,000.
• According to Fidelity Inves...

Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them.

Financial advisors call this “money mindfulness.” And it’s a mentality that can be worked on while we’re following the current “stay-at-home” orders of our local and federal government....

COVID-19 has presented everyone with incredible challenges as it has wreaked havoc on our country and around the world. Beyond the worry of the virus itself, everyone is impacted economically as most businesses have closed, forcing us to social-distance for the foreseeable future.

And while Congre...

Markets Close First Quarter of 2020 by Rewriting the Record Books

The first quarter of 2020 is over and investors are glad that it’s in the rear-view mirror. Remember when your parents said, “if you can’t say anything nice about so and so, don’t say anything at all?” It was that kind of quarter.

Consider the companies that are sitting on stockpiles of cash. Microsoft, Berkshire Hathaway, Alphabet (Google) and Apple were each sitting on more than $100 billion of cash as of the end of last year, according to FactSet. And Facebook and Amazon together are sitting on another $100 billion of cash...