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INVESTOR RESOURCES

Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

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Dave's Suggested Reading


Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.


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How Do I Avoid Identity Theft And Stay Safe On The Internet?

Take a moment to evaluate your current security measures. Do you use two-factor authorization (2FA) whenever possible? What about a password manager? Do your research and put these measures in place. While tech is becoming more secure in response to threats, there are some habits you can adopt to safeguard your digital life. Here are a few best practices to adopt or continue to tighten up your identity security.

Insights Safety

Credit Cards Have Changed- Have Your Strategies Kept Up?

US credit card debt has reached a record high. Some smart credit card strategies to help you pay down your debt and start taking control of your financial future include the following: determine how much you can set aside each month to pay off your debt, put more of your repayment budget toward those high-interest debts while making minimum payments on the others, balance transfers can help you consolidate your credit card debt and save on interest, and freeze your credit cards and commit to using cash or a debit card for your purchases.

Insights Saving

The Imbalance In Today's Existing Home Market

The Existing Home Sales Report for March came out recently, showing that sales in the existing home market are still sluggish while prices remain high. The low supply hasn't dampened demand, and the median home sales prices have been going up, hitting a record high of $393,500 for the month of March. The rise in mortgage rates has slowed down the rapid increase in home prices seen during the pandemic. Any significant increase in mortgage rates or a downturn in the job market could pose risks to the housing market.

Insights Michelle & Ken Newsletter

Contracting Equity Risk Premium

When the fourth quarter reporting period ended, the earnings growth rate finished up 4.3%. Despite the Fed raising rates eleven times between March 2022 and July of 2023, the economy defied predictions and continued to grow. One can argue that the economy would continue to grow, at a modest pace, even if the Fed kept their current level of 5.00% to 5.25% through the remainder of the year.

Investment Insights Michelle & Ken Newsletter

The Financial Literacy Crisis

Many Americans are making financial decisions with minimal financial knowledge of investing, budgeting, and credit. Financial success rarely happens by accident; it is typically the outcome of a journey that starts with education. The more informed we are, the more informed our financial decisions may become.

Insights Saving