Are you an above-average investor?

Are You an Above-Average Investor?

Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving, as a number of studies show people rate themselves as…

Stock and Bond Market Update for the Third Quarter 2023

Market Update Q3 2023

Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always a reason to worry Should you invest less in stocks…

Market Update Q2 2023

Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some  lessons to take from it. Click on the video below to watch our 2nd quarter 2023 market update. We…

Developing your retirement game plan

Developing Your Retirement Game Plan, Ep #191

What can hockey teach us about pursuing your ideal retirement?  As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that are also vital in fulfilling financial planning outcomes.  And despite…

Managing cash

Strategies for Managing Your Cash, Ep #186

If paying attention to the news cycle lately, you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse has caused people to question whether their cash at the bank will be there when they…

Market Update: What 2022 Could Mean for 2023

What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in their portfolios, including: Inflation impacts Mid-term elections War in Ukraine…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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