Latest Articles
Investments (5)79 Articles
Wed, Jun 21, 2023
How Safe is My Money? 3 Questions to Ask Your Advisor
Being skeptical isn’t necessarily a bad thing. Because when it comes to preserving your money, there’s no alternative to trust and responsibility! Before you hand over an account to a Wealth Advisor, find out how they’ll work to keep your money safe.
Tue, Jun 20, 2023
Value? Growth? How About Quality
Many of the stocks that worked well one year may not be as strong now. Why is that, and what should you do?
Wed, Jun 7, 2023
What Do We Take Away From Earnings Calls?
During an earnings call, how do you sift through the information companies are throwing at you? Here’s what we pay attention to, and why we think it matters to investors.
Fri, Jun 2, 2023
How Could You Generate Income When Rates Are High?
Looking to generate more return from your investments? Bonds, real estate, and dividend funds are logical choices. But we think it’s time to add “shareholder yield” to your vocabulary.
Wed, Apr 12, 2023
Investments in a Down Market Still Tend to Outperform Savings Accounts Historically
Rather than sweating over the best time to move your money from savings to investments, consider adding a little bit of money at a time to your accounts—a common strategy called dollar-cost averaging. Here's why we believe it tends to work better than "timing the market."
Wed, Mar 29, 2023
An All-Weather Predictor of Stock Returns
Looking for one metric that could anchor your investment strategy? Learn more about Capital Efficiency and its potential for driving strong portfolio returns.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.