Monthly Archives: June 2021


Decrypting the Investment Industry Puzzle

Decrypting the Investment Industry Puzzle By Scott McClatchey, CFP® Confused by all the industry jargon many financial professionals like to use?  You’re not alone.  Equity, fiduciary, wirehouse, robo-advisors, fixed income, and ETF’s are but a few words which may be confusing if you’re not familiar with this industry.  In this article, I’ll hopefully give you [...]

By |2021-08-03T10:34:21-08:00June 11th, 2021|Blog, Financial Planning, Investing, Uncategorized|0 Comments

Value Stocks vs Growth Stocks

Click on the image above to watch this podcast episode. Podcast Episode 12: Value vs Growth Stocks Let’s talk a little bit about value stocks and growth stocks. Over the last year or so with all the COVID stuff happening, certain stocks did really well, and other stocks didn't. It was really a bifurcated market [...]

By |2021-06-04T14:04:36-08:00June 4th, 2021|Blog, Investing, Podcast|0 Comments