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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 |2021-07-02T14:19:00-08:00June 11th, 2021|Blog, Financial Planning, Investing, Uncategorized|0 Comments

Will The Trump Trade War Sink The Stock Market?

Will The Trump Trade War Sink The Stock Market? So here’s an understatement…there is some real volatility affecting the stock market these days. In the last couple of months, the broader stock market is down around 12 or 13 percent from the highs. And from the beginning of the year the markets are down around [...]

By |2019-12-17T12:02:08-08:00April 3rd, 2018|Market Update, Uncategorized|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 |2019-12-17T12:02:09-08:00February 23rd, 2018|Blog, Investing|0 Comments