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Building Wealth

Financial Advice Suitability Standard Does Not Mean What You Think

Watch this video on YouTube If you wanted hiking footwear, you probably would be surprised if a salesperson at an outdoors store suggested flip-flops. You would expect someone knowledgeable about hiking to recommend sturdy boots or shoes more suitable for your needs....

Stock Market Predictions–Experts Don’t Know, Either

Watch this video on YouTube Rarely does a day go by without someone asking for my thoughts about the direction of the stock market. How long do I think the bull market will continue? When will a bear market start? Is now a good time to sell? Logically enough, people...

Six Types of Investment Fees You Need to Uncover

Watch this video on YouTube Investment fees matter. They can make a big difference to your financial health in the long run. Before you put money into any investment, it’s vital to uncover the real costs. They typically include these six types of fees: 1. An...

Fees Matter; Know Them Before You Invest

Watch this video on YouTube One of the most important factors affecting the success or failure of your investments is also one of the least visible: fees. When it comes to selecting managed financial investments like retirement plans, mutual funds, exchange-traded...

First Steps on Path to Financial Security

Watch this video on YouTube My hunch is that most people would agree they “should” invest for the future. My second hunch is that many of them don’t know how to start and are afraid of making serious mistakes. One of our resident planners, Sterling...

Pot Pie Portfolio a Tasty Investment Recipe

Watch this video on YouTube I have a complaint. The pot pie at one of my favorite restaurants doesn’t taste like a pot roast. I keep complaining, but nothing changes. I am thinking I may need to find a new restaurant because their cooking skills are just not living up...