Understanding Investment Rule #1
Warren Buffett's top two investing rules: Never lose moneyDon't forget rule #1 By never lose money, he doesn't mean avoiding investments that can decrease in ...
Recent Articles
Wednesday Reading List
Thinking of Selling Your Home? Watch Out For This Tax Our team's latest looks at the potential for a stealth capital gains tax when selling ...
Wednesday Reading List
ICYMI: Ukraine Reading List Sharing a short list of content about Ukraine I found helpful this week and brief investment thoughts. How will the Russian ...
Wednesday Reading List
ICYMI: Best Presidential Biographies This year for Presidents’ Day my colleague and I wanted to share a detailed list of recommendations for the best biography ...
Wednesday Reading List
ICYMI: Should You Pay Off Debt Now? The Fed is raising rates to combat inflation. Does this mean you should pay off your variable rate ...
Should You Pay Off Debt Now?
Rates are low. The prime rate, an interest rate used by lenders to determine the rates they'll charge customers is at 3.25%. It hasn't been ...
Wednesday Reading List
We launched a podcast! Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a ...
Wednesday Reading List
Heritage Financial Services Chief Investment Officer, Bob Weisse, CFA, CFP®, joins me in this short webinar to share our expectations for stock and bond markets ...
Wednesday Reading List
ICYMI: Best Personal Finance Books - The best personal finance books broken down by category, complexity, and expected takeaways to help you build wealth. This ...
This Month’s Market Volatility
The market volatility we saw last week, which has been threatening in fits and starts since the S&P 500 made an all-time high on January ...
Wednesday Reading List
ICYMI: 2022 Investment Outlook - Our 2022 investment outlook is an in-depth look at investment themes that will matter this year and how to position ...
2022 Investment Outlook
Our investment team just published its 2022 investment outlook (available here). It's a great overview of current market conditions and thoughtful guidance on positioning your ...