by Dayle Scheinman | Feb 15, 2021 | Financial Health
Recent history has moved many of us to take another look at our finances, a smart thing to do in any economy. Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve considered it. Either way, the time is right to...
by Dayle Scheinman | Dec 10, 2020 | Wealth Management
Historically low mortgage rates are helping homeowners cut monthly payments or pay off loans faster. So, should you refinance? Let’s look at your options. Many homeowners who’ve been monitoring the record drop in mortgage rates are likely to start thinking about...
by Dayle Scheinman | Oct 28, 2020 | Investing
We are still getting a ton of questions about the Presidential election and which candidate might be best for the stock market. A lot of research has been done on this topic that we are allowed share, but in short, all reports reach the same conclusion. The stock...
by Dayle Scheinman | Oct 10, 2020 | Investing
The first rule of investing is to “buy low, sell high.” However, when markets grow choppy, we tend not to buy more and will often sell. When markets are calm, we grow more confident in our portfolios. It’s at those times we’re likely to invest more. The fear and greed...
by Dayle Scheinman | Oct 10, 2020 | Wealth Management
Here are four ways to build the momentum you need to help you move forward in your budgeting process: Build an Emergency Fund Probably the most important rule of budgeting is to have an emergency fund to help when something unexpected comes up, such as a car,...
