Blog
Was That The Bottom?
As Michael writes this blog, the S&P 500 sits about 12% below the all-time high it made in January. In June of this year it was down 23%—one of the worst starts in history—but since then it has bounced significantly. Which...
Read MoreDoes It Pay to Buy Travel Insurance for Your Summer Trip?
With summer quickly approaching, you could be asking yourself which expenses are worth the investment when planning ahead for your vacations. Especially when it comes to travel insurance, you want to make sure you’re not...
Read More8 Step Summer Financial Checkup
It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the...
Read MoreHow March Madness Is Like Investing
March Madness is nearly upon us, and as many of us know, the season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out a bracket involves balancing risk, reward and...
Read MoreScammers Are Getting Smarter in 2022: 5 Ways to Spot Them Online, Over the Phone and In Person
Scammers keep getting bolder and bolder with their extortion methods. From impersonating landlords to illegal debt collection tactics, there is no shortage of ways scammers will try to separate you from your money.1Scamming has been...
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Are We Really Facing a "Purgatory" of Low Returns?
Are We Really Facing a "Purgatory" of Low Returns?One of the things I admire about famed "permabear" Jeremy Grantham and the asset management firm he founded, Grantham, Mayo, & Von Otterloo (GMO), is their commitment to putting...
Read MoreYour 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce...
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