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Blog Guides

Make your money work for you

Learn how to navigate the financial market and your investments with integrity, care, and thought.
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4 Reasons Why You Need a Fee-Only Financial Advisor

4 Reasons Why You Need a Fee-Only Financial Advisor

You need to have a relationship with a fee-only financial advisor... Have you ever gotten a phone call from a pitchy salesperson from a busy call center that went something like this: “Mrs. Smith, your name came across my desk this morning, and I want to let you in on the ground floor of an opportunity. It's an opportunity that only comes around once in a lifetime. I am only letting in a few of...

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Impatient Investors Need to Learn from Lessons of the Past

Remember the lesson from the Dot.com bubble? Stocks that peaked in 2000 took 14 years to return to their highs. Every security has its own trading dynamic. It is important to position yourself in a security at a good price. Buy the dip when it drops. There is a big difference between that and Value Investing.

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The Net Asset Value Formula and Why You Should Care!

The Net Asset Value Formula and Why You Should Care!

The net asset value formula is a simple metric used to show the intrinsic value of a mutual fund.  You might not care but you should! After all, when you are investing in a mutual fund some guy is usually telling you what to buy. Or maybe, you look at the historical performance and just say, “looks good!” But this one important metric is at least worth looking at when deciding what mutual fund...

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Capital Gains Distribution from Your Mutual Fund: Why This Year?

Capital Gains Distribution from Your Mutual Fund: Why This Year?

If you received a capital gains distribution on your mutual fund this year, you might be screaming aloud, “How in the heck is this possible?” We have seen what is possibly in the offing for mutual fund owners this year, and it isn't pretty! This is the scenario what will haunt millions of investors in the next few months: It is February 15th… You walk to your mailbox just like you do every day....

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Looking For a Great Inflation Hedge? Look No Further than US Equities!

Looking For a Great Inflation Hedge? Look No Further than US Equities!

It is important for your retirement nest egg to have a well-established inflation hedge. We realize that you might just be sick of hearing and reading about inflation by now. It is everywhere you look, and we just seem to keep talking about it. But there is a big reason why we just can’t prevent ourselves from reminding you about that 400 lb. gorilla lurking around seemingly every corner. We...

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When to Sell a Stock for Profit: Is This Your Kodak Moment?

When to Sell a Stock for Profit: Is This Your Kodak Moment?

When is the right time to sell a stock for a profit? All your hard work is paying off. You have done your research and you made a wise investment. Your stock is up, and you are sitting on a tidy profit. But what should you do now? Should you continue to hold this stock? Or… Should you sell it and take some profit off the table? If you are still reading this… Congratulations! Overall, it has been...

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