As we go through the thick of sports seasons and continue to find ourselves in a world that changes at an ever-increasingly fast rate, I wanted to wrap up the Investment Series by recapping what we have covered, and share how each piece will help you navigate the crazy game of life. Commonly in …
Finance 101
Mad Media. Avoid Investment Distraction.
We are counting down the final weeks of our Investment Series! Thank you for tuning in again this week as we talk about staying the course when all the noise around us may seem to be telling us otherwise. If you are just joining us for the first time, or want to brush up on the prior weeks of …
Tax Impact on Investment Choice
Welcome back to another week of our Investment Series. So far we have covered a lot of ground on the core concepts of understanding what our investments do, what we need to consider over the long term, and what we can expect in terms of our experience as investors. This week, we are …
Investment Rebalancing, Made Simple
Where has the time gone!? We are already in Week 4 of our Blog Series on Investing! And as of last Wednesday, it is officially fall! This week we are diving into the concept of rebalancing our investments, which is a great topic to follow up on last week’s talk about risk. If you are just …
Risk Tolerance and Investing
Welcome to Week 3 of our 7 part educational series on investments and investing concepts. Last week, we covered the fundamentals of the 4 Most Common Investment Vehicles we see in our investment accounts. If you’re just joining us for the first time, you can catch up on the first couple …
4 Common Investment Choices
Welcome to Week 2 of our investment series! This week is all about understanding the different types of investment choices we have when picking how we will invest our money. Getting started with investing is a big step, and breaking down the key distinguishing features of the terms you will …
Why do we invest?
Investing and investment-related questions are usually the first kind of questions I get when I tell people I am a financial planner. With this being the case, I figured investing was as good of a place as any to start with the upcoming educational series here on my blog. Over the next month …
Bucks in 6: Simplify your money in 6 steps
Before we get into the topic at hand today, congratulations to the Milwaukee Bucks on their championship earlier this week. All good things come with time, effort, and taking care of the basics. While I am not an avid Bucks fan by any means (love my Packers and Brewers though!), it was so much …
