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We help individuals and families pursue their ideal retirements.

The China Connection

By Megan | November 16, 2021 | Comments Off on The China Connection

America’s outsourcing of manufacturing (and jobs) has been a sore point for many years. But now that there are logistics issues due to the pandemic – costing U.S. companies money…

Is it Time for a Value Play?

By Megan | November 12, 2021 | Comments Off on Is it Time for a Value Play?

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

Savings Strategies

By Megan | November 12, 2021 | Comments Off on Savings Strategies

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…

How to Evaluate a Stock

By Megan | November 12, 2021 | Comments Off on How to Evaluate a Stock

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…

How Inflation Risk Can Affect You

By Megan | November 12, 2021 | Comments Off on How Inflation Risk Can Affect You

Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…

Sustainably Investing in Our Future

By Megan | November 12, 2021 | Comments Off on Sustainably Investing in Our Future

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

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