What’s My FICO Credit Score and How Can I Improve it?
What’s My FICO Credit Score and How Can I Improve it? If you are applying for a new credit card, car loan or home equity loan, you may find yourself at the mercy of the Fair Isaac Corporation, creators of the FICO credit score. [...]
6 Ways to Become Your CPA’s Favorite Client This Tax Season
6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and better proactive planning. Becoming your accountant’s favorite client this tax [...]
Paying it Forward in 2021
Paying it Forward in 2021 While many are celebrating as they watch their portfolios grow in value, we all know there are many who are struggling financially during these challenging times. Charities are no different, as they have faced a steep decline in 2020 [...]
Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification
Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend how to build an investment portfolio based on your specific [...]
Difference Between Growth & Value Stocks
The Difference Between Growth & Value Stocks The stock (“equity”) market contains a vast universe of companies, all of which display varying attributes and fundamentals. As a result, investors have created numerous different approaches to categorize the stock market universe. [...]
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 can you decide whether purchasing Amazon, McDonald's, or Nike stock [...]
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 be overwhelming. There are many classifications of equities that investors [...]
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 shares of equity securities that represent ownership in a vast [...]