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
Navigating the Gig Economy: Financial Planning for Freelancers
By Matthew Allgood, Principal and CFP®
The gig economy has redefined what it means to be
Integrating Faith into Your Financial Legacy: A Biblical Approach to Inheritance and Estate Planning
Integrating Faith into Your Financial Legacy: A Biblical Approach to Inheritance and Estate Planning
By Matthew Allgood, Principal and CFP®
In the
Back to School: Setting Up a College Fund with Your Teen
By Matthew Allgood, Principal and CFP®
As the back-to-school season approaches, it’s an
The Proverbs Guide to Prudent Spending: Wisdom for Managing Summer Expenses
By Matthew Allgood, Principal and CFP®
Summer is a season filled with
The next few weeks will be important for markets to see if the Nasdaq 100 falls below its 200-Day Moving Average (DMA), like it did in 2022
The recent sharp downturn in the market can raise concerns and questions. It’s important to remember that returns can fluctuate rapidly in the
This past month, the CPI decreased by 0.1% from May, bringing the annual rate to 3%—the lowest in over three years, smallest yearly increase
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
This year marks the largest first-half performance gap in over 30 years between the market-cap-weighted S&P 500, which favors larger companies
Market Observation
Stocks have gone up on average during the second half of the year.
The chart below illustrates average market
