Investing

//Investing

How to Vet Investments

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By | October 16th, 2018|Investing, Videos|0 Comments

What’s The Difference Between Load and No Load Mutual Funds?

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By | September 13th, 2018|Investing|0 Comments

What is a Mutual Fund?

By | September 6th, 2018|Investing|0 Comments

What is a REIT?

The Savvy Minute: What is a REIT? Today's tip will cover "What is a Real Estate Investment Trust?" To watch this video click on the image above.

By | August 10th, 2018|Blog, Investing|0 Comments

Financial Planner vs Financial Advisor

To view the video click on the image above or the following link https://youtu.be/NRdHzuqdmPs

By | June 26th, 2018|Blog, Financial Planning, Investing|0 Comments

Investing in Stocks

Today’s financial planning tip is Investing in Stocks. If you would like to watch the video click on the image above. Turn on the TV nowadays, or surf the Internet, and you’re certain to run into someone talking about making a fortune from owning one specific stock or another.  Even the 6 o’clock news generally [...]

By | February 23rd, 2018|Blog, Investing|0 Comments

Why Invest with a Financial Advisor. Reason #1

Since 1986, when I started as a financial advisor, I have heard many people say they don’t really need an advisor, or they don’t think the money they might pay an advisor is worth the cost. Well one of the reasons we believe that most people should use a financial advisor is investor performance. A [...]

By | June 6th, 2017|Blog, Investing|0 Comments