Category Archives: Investment Planning
The Power of Compound Interest
How compound interest works like magic to help build a portfolio over time.
The Perversity of Statistics
With jobless claims up, understand why the stock market also jumped.
New Year, New Tax Numbers
How the SECURE act will impact retirement and tax planning for 2023.
Which Type of Bank is Right for You?
How to choose between national banks, online banks, and local banks and credit unions.
Values Investing
Breaking down the marketing buzz around ESG investments and what the SEC is doing to protect investors.
The Tale of a Dogwood Tree
A story of trust, patience and resilience from our Vice President, Kristina Bolhouse.
iBonds
Things to consider before investing in Series I Savings Bonds.
2022 Market Analysis: The Crisis?
Comparing the current market to four crises in recent memory: Black Friday 1987, the Tech Bubble, the Financial Crisis, and the Covid Crisis.