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CategoryRELATIONSHIP BETWEEN BOND PRICES AND INTEREST RATES

There’s a lot of talk right now about how interest rates are going up and how that is going to impact bond prices. This week David..
THE IMPACT WAR HAS ON THE ECONOMY + MARKETS

Are you wondering how the war in the Ukraine will impact the markets, the economy and you? This topic is at the forefront of many of our..
HOW TO STAY MONEYWISE DURING THESE TIMES

There are a lot of scary things happening out there – major inflation, political unrest and down markets. But, historically speaking,..
HOW INHERITANCE MONEY CHANGES YOUR TAXES

Oftentimes when someone inherits money through a windfall it creates uncertainty on how it is taxed. Sherod Waite discusses the..
BIGGEST MISTAKE MADE WHEN PAYING OFF DEBT

There’s two different theories on the best way to pay off debt. Is it better to use the “Snowball Method” or the opposite? This week..
THE TRICKINESS OF TRYING TO TIME THE MARKET

As an investor would you like to avoid some of the downturns in the market? This week Sherod Waite walks us through a scenario in which..
INVESTING vs PAYING OFF DEBT

A lot of people wonder which they should do – invest or pay down debt? As often is the case, the answer depends on your individual..
STAYING CALM DURING VOLATILE TIMES

As far as investing is concerned, so far 2022 has been volatile and it has a lot of investors nervous. Remember, it’s easy to do the..
BECOMING AWARE OF FINANCIAL BIASES

A recent survey by Morningstar asks American investors about their financial biases. Turns out 98% of us have at least one of these. ..
NEW YEAR + NEW CONTRIBUTION CHANGES

Something that changes from year to year is the amount of money you can contribute to a retirement plan. And this year is no different. ..