12 Common Financial Mistake to Avoid
Just as to-do lists can be a key part of planning, “do-not-do” lists can be helpful reminders to avoid mistakes that others have made. Impulse investing: Avoid investing based on a whim or a tip. Don’t invest a certain way just because a friend or colleague does....
Communicating Through Volatility
In recent months, we’ve experienced some of the most impressive swings ever in the U.S. stock market. Naturally, this kind of rollercoaster ride causes participants concern. It’s more important than ever during times of volatility to remind them of the reasons to...
CARES Act: What Investors & Small Businesses Need to Know
The Coronavirus Aid, Relief and Economic Security (CARES) Act is an estimated $2 trillion federal relief package designed to combat the harmful economic effects of the COVID-19 pandemic. The law looks to provide cash infusions to individuals, businesses, health care...
Behavioral Finance Case Study: Timing Isn’t Everything
Are you still concerned about timing? Wondering where you should put money when the market crashes? Let’s examine a case study of Unlucky Louie, whose investment timing is never right. Every year since 1997, Louie has invested $10,000 in the stock market....
What do I do in a Bear Market?
Market crashes are alarming to say the least. In the midst of sharp declines, investors might feel like they should do something to protect their investments. When people start questioning their investment strategy, it’s important to remember that feeling nervous is...
Response Matters
“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it. Continued sacrifices range from everyone in the medical...