Resources

2016 in Reflect: The Disciplined Investor Won

Calling 2016 an eventful year in the stock market feels like a bit of an understatement.  We started the year with negative sentiments stirring fear

Identity Theft and Taxes

Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social

Caring for Loved Ones at Home

If you provide home-based care to a loved one, you are not alone. Millions of Americans provide unpaid family care every year. Being a caregiver

Student Loan Interest Reduced

Many graduating college students are facing a considerable student loan debt burden that has been estimated at more than $1 trillion nationally. It is the

When Planning, Focus More on Goals, Less on Numbers

Reaching a place of financial well-being often requires a different way of thinking about investments. Financial planning is a complex, lifelong process that people tend

Help Protect Yourself from Bad Investments

You’ve probably seen the current news about unethical and illegal sales practices by Wells Fargo and other banks. You probably also receive many invitations to

Growth vs. Value Approaches to Investing

Growth and value are two fundamental approaches, or styles, in stock and stock mutual fund investing. Growth investors seek companies that offer strong earnings growth,

2016 in Reflect: The Disciplined Investor Won

Calling 2016 an eventful year in the stock market feels like a bit of an understatement.  We started the year with negative sentiments stirring fear

Identity Theft and Taxes

Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social

Caring for Loved Ones at Home

If you provide home-based care to a loved one, you are not alone. Millions of Americans provide unpaid family care every year. Being a caregiver

Student Loan Interest Reduced

Many graduating college students are facing a considerable student loan debt burden that has been estimated at more than $1 trillion nationally. It is the

When Planning, Focus More on Goals, Less on Numbers

Reaching a place of financial well-being often requires a different way of thinking about investments. Financial planning is a complex, lifelong process that people tend

Help Protect Yourself from Bad Investments

You’ve probably seen the current news about unethical and illegal sales practices by Wells Fargo and other banks. You probably also receive many invitations to

Growth vs. Value Approaches to Investing

Growth and value are two fundamental approaches, or styles, in stock and stock mutual fund investing. Growth investors seek companies that offer strong earnings growth,