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Category Archives: Uncategorized

Breaking Bad Habits: How to Reverse Your Damaging Financial Routine

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Well, we did it. We made it through a pretty tough winter. While March is just getting started, we can’t help but feel so excited for the spring season to arrive.  We like to think of spring as the season of renewal and rejuvenation. After all those long and cold…

Introducing Behavioral Finance Theory for Individual Investors

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Article originally posted on SureDividend.com Individual stock pickers and passive investors can both benefit from becoming more aware of emotional biases.    These biases can cost you returns and lead to mistakes when managing risk.  Below you will find the most common biases we see, how to keep them in check,…

Retirement Options for Small Business Owners (and Things to Consider)

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Owning a business can be extremely rewarding- creating your own schedule (no clock in/out), being your own boss, and running the show. It can also have its own challenges, and with so many moving pieces it can be easy to forget things- like planning for retirement.  In fact, according to…

Market Update: Rising Interest Rates (& How it Impacts Investors)

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In September 2022, data was released that showed the consumer price index (a measure of inflation) has risen 8.2% in the last 12 months. This means that every dollar you have earned has the spending power of about 92 cents compared to this time last year. Generally, the target inflation…

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