June 22nd Market Commentary
It's no secret that the markets are experiencing a challenging year with many wondering if we're nearing a recession. So we asked seasoned members of our Investment Committee, Pat Collins, CFP®, EA, and Greg Hobson, CFP®, AIF®, to speak to those challenges and lend some valuable perspectives based on what they've experienced during their respected careers.
Read More »
What is a CFP®? (and Why It’s Important to Work with one)
When searching for a financial advisor, you will likely see a lot of “alphabet soup” following prospective advisors’ names. While all these designations, licenses, and certifications have different education and experience requirements (and some may carry more weight than others), one certification rises above the rest as the standard for financial planning-focused advisors: the CFP®.
Read More »
Residential Rental Real Estate: Buyer Beware
Many major asset classes have experienced substantial growth over the last several years, resulting in very expensive valuations. This has led some investors to think beyond traditional investments like stocks and bonds and consider investing in single-family residential real estate for its steady cash flow and price appreciation potential. can this be a good use of capital for investors looking to earn higher potential returns?
Read More »
Don’t Let Investing Myths Derail Your Success
For many, investing is a mysterious endeavor that can be comprehended only by experts. But that’s not actually the case; it’s actually not that complicated. But for many, a big obstacle to understanding investing – and to investing effectively – is a swirl of myths.
Read More »
