by Katie Brown | Apr 26, 2024 | General, Investment
Creating an Investment Portfolio You’ve identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you?...
by Katie Brown | Apr 19, 2024 | General, Investment
Understanding Risk Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the...
by Katie Brown | Apr 12, 2024 | General, Investment
Fundamental Concepts for New Investors Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But...
by Katie Brown | Apr 5, 2024 | General, Investment
Getting Started: Establishing a Financial Safety Net In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises. One way to...
by Katie Brown | Mar 29, 2024 | General, Investment
529 Plans vs. Other College Savings Options 529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual...
Best-In-State Wealth Management Teams (2025 & 2026) 