What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset
When interest rates drop, existing bonds become more valuable because they pay a higher rate than new bonds. Recently, the expectation of rate cuts boosted
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
Historically, the stock market tends to perform well after interest rate cuts, which is why many investors are optimistic, and we've seen positive reactions
The concentration of the S&P 500 in a few major stocks has significantly increased and continues to pose a risk for markets. For instance, Nvidia by
Investors often describe cash/money market assets as 'dry powder' — resources on the sidelines ready to boost the equity market. However, while the notional
Navigating the Complexities of Medicare: What You Need to Know as Open Enrollment Approaches
By Matthew Allgood, Principal and CFP®
As open enrollment approaches
Matthew Allgood- September 2024- Article 1
Sowing Seeds for the Future: How Biblical Stewardship Shapes Retirement Planning
By Matthew Allgood, Principal
Over the past year, we've seen a shift in how the market reacts to economic news. Earlier, negative economic data like lower
4 Pervasive Myths About Inflation
Inflation can feel inescapable these days.
For most of us, it also feels like inflation is higher and more persistent than
With over 3,500 equity mutual funds and ETFs available, it may seem easy to build a diversified portfolio. But is that really the case? When
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
