Mutual Funds vs. ETFs
If you are new to the investing world, you might find the prospect of choosing individual stocks and bonds to be incredibly time consuming and complex. You may have personal connections to certain brands, but how [...]
Five Common Questions on 529 College Savings Plans
Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 [...]
Estate Planning in the Digital Age
You are likely familiar with traditional estate planning that utilizes documents like wills and trusts to dictate how your assets such as your bank and investment accounts, home, and personal belongings are distributed after your passing. But have you [...]
Market Capitalization: What are Large Cap and Small Cap Stocks?
Your financial advisor may mention that your portfolio includes small cap stocks or large cap stocks. Understanding the difference is an important aspect of managing potential risks and expected returns for your investments. The world of equity investing can [...]
Make 2019 Your Year of Financial Clarity
January is the time where you can’t avoid those articles and conversations discussing the best New Year’s resolutions and how to make this year your greatest. This article is different in that we would like [...]
What is the Stock Market?
Many people are familiar with the term “stock market,” but few actually understand what a stock market is, as well as its role in the economy. A stock market generally refers to an exchange where investors buy and sell [...]
Five Simple Year-end Tax Planning Strategies:
The end of 2018 is fast approaching. Thanksgiving flew by, and now it’s time to make sure holiday presents and plans are set as we gear up for cold weather and special times with family and friends. It’s a [...]
What is a Trustee?
A trustee is a person (or company) who has been entrusted by the grantor (the person who created the trust) to carry out the terms of the trust on behalf of the beneficiary. For legal purposes, the trustee is [...]
Next Step In Women’s Empowerment – Taking a Stand With Your Finances
Women are speaking up more and more these days. Speaking up for what they believe in….equal opportunities, equal pay, a safe work environment, having their voices heard in political matters, and their overall right to be happy. Redefining Roles [...]
The Marital Home in Divorce – Emotions vs. Economics
As someone contemplates divorce, one of the most common concerns, after custody of the children is whether either spouse will be able to continue living in the marital home. Most likely, the home has significant emotional meaning. It could [...]