Archive for October 2022
Raising Awareness for the Walk to End Alzheimer’s – David News Channel 5 Interview
News Channel 5 stopped by yesterday for an interview as our team gets ready for the Walk to End Alzheimer’s this weekend. I shared his family’s story about dealing with the disease and how they are spreading the mission for the fight against Alzheimer’s!
Read MoreFall 2022 Newsletter
How to Know if an Investment is Right for You
There are many different things that you can make money by investing in. Some of the most common investments that come to mind for people are stocks, real estate, precious metals, cryptocurrencies, and the list goes on and on. Depending on your situation and goals, all of them may not be the right fit for…
Read MoreThe Scary Truth About Budgeting (You Have to Do it)
Budgeting. AHHHH! Goodness, sorry to start off with such a scary word. I think “budgeting” gets a bad rap these days. Truthfully, I’ve always struggled with budgeting. I think most people think of a budget as restrictive and penny-pinching. Having an accounting background, I can keep records of my finances all day long (I may…
Read MoreWhat we are Watching – Updates from the Investment Committee
As we close in on the mid-term elections, the investment committee has been meeting and discussing our models and overall investment strategies. If you recall last month, we sent out an update mentioning these same points and some key support levels that we were watching. The markets continue to hover around those same levels and…
Read MoreShould You Invest Now or Wait for the Market to Drop Further?
It’s no secret we’re in the midst of a bear market. For those who have the cash to invest, this can be a great opportunity to get a discount in the market. The S&P 500 is floating just under 3,700 at the time of this writing. That’s over a thousand points from its all-time highs…
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