Life Happens: Reasons You Need an Emergency Fund

Life Happens: Reasons You Need an Emergency Fund

Maybe you have heard of the phrase “Emergency Fund” before but don’t know exactly what it means. This article will outline the benefits of an emergency fund, how to create one, and why we believe COVID-19 stressed the significance of being financially prepared . An...
Stock Market Commentary December 2021

Stock Market Commentary December 2021

Unpacking Recent Stock Market Data Many factors are at play as we look to analyze recent stock market data. For example, in November, the Coronavirus Omicron variant caused a sell-off into month-end as investors were nervous about the travel restrictions and potential...
Understanding the New Infrastructure Bill

Understanding the New Infrastructure Bill

The infrastructure bill, which President Biden signed into law Monday, is being called a “once-in-a-generation” spending measure. So, what’s inside this bill, and what will it cost? Infrastructure is often referred to as the foundation of our...
How Budgeting Empowers You to Make a Successful Financial Plan

How Budgeting Empowers You to Make a Successful Financial Plan

Budgeting is the foundation of every successful financial plan. A budget helps you identify income and expense sources, allowing you to manage your cash flow accordingly. Budgeting aims to maximize your net cash flow by increasing your income sources or reducing...
What Earnings Season Means for Investors

What Earnings Season Means for Investors

You may have heard “Earnings Season” before and may not have known what or when this event occurred. Earnings Season refers to the time of the quarter when publicly traded companies release their financial statements and performance reports. The term...
Understanding the Pros and Cons of Short Selling

Understanding the Pros and Cons of Short Selling

By now, you’ve probably heard the story about the historic “short squeeze” of GameStop’s stock. While many successful investors profit when stocks rise in value, some investors bet on the opposite—profiting from a stock’s decline in...