Articles + Videos
Why Returns on Your Portfolio Don’t Matter, Sort of
A recent mountain bike incident reminds Sherod of an important perspective on investing. Sometimes when looking at our investments we..
What’s Going on in the World of Short Squeezes
Companies like Gamestop and AMC prices are way up, in some cases by thousands of percent! What’s going on? Many of these companies’..
What Sectors of the Economy to watch under the new Biden Administration
Joseph R. Biden was sworn in as the 46th president of the United States. Sherod Waite has a conversation discussing the possibilities..
Estate Planning Isn’t Just For The Wealthy
Can’t afford an estate plan? Here’s what you can do without spending a fortune
Estate planning isn’t only for the wealthy — yet the..
Markets & Marriage
How your investment strategy is like a long-term partnership.
Your investment strategy is a lot like a marriage. One day you may feel..
Annual Financial To-Do List
Things you can do for your future as the year unfolds.
What financial, business, or life priorities do you need to address for the coming..
5 Highlights of the New Stimulus Package
What the latest round of funding may mean for you.
After a bit of political posturing in December, the $900 billion Consolidated..
Setting Your Financial Resolutions
As we move into the new year and put 2020 behind us, it’s a great time to look back and reflect. What did you do right? What mistakes..
The Most Important Quality of a Healthy Relationship with people + money
Let’s talk about relationships. If we can have healthy relationships with people in our lives, the benefits that we receive are equal..
Board Games that Teach Kids about Finance
There are some fantastic ways to teach kids about money and investment skills and board games is one of them. Some games are helpful at..