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.

Purchase Here

May 14, 2024

Investing 101: What New Investors Need to Know

In its simplest form, investing is the process of giving money to another entity (such as the government or a company) with the hope that they will return more money to you (a profit) at a later time. Due to inflation, the value of a dollar in your hand (or under the mattress) is continuously deteriorating - which is what makes investing an appealing choice for many. It’s important to understand the basics of what investing is, how diverse your options are and the risks involved with seeking returns. We are here to help!

Investment

April 15, 2024

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

February 17, 2024

Safeguarding Your Assets with Diversification

National Savings Month, is an opportune time to explore the strategy of diversification, a key principle for managing risk and enhancing long-term investment success. Diversification is a time-tested strategy that can help safeguard your investments and promote long-term financial stability.

Investment Saving

February 9, 2024

The Power of Compound Interest

This National Savings Month, let's explore the magic of compound interest - a powerful tool that can significantly boost your savings and investments over time. Harness the power of compound interest to amplify your savings and investments, helping you achieve your financial goals sooner.

Investment Saving

September 27, 2023

Our Take: Safety in Numbers Outside the Stock Market

Higher rates don't necessarily have to be bad for the stock market, especially if they are associated with stronger economic activity that is good for earnings prospects. Higher rates become more problematic for the stock market, though, when they become the basis for safety trades in an uncertain environment.

Investment Insights Michelle & Ken Newsletter

August 10, 2023

Our Take: The Long Game

“Wealth isn’t primarily determined by investment performance, but by investor behavior.” - Nick Murray. A key takeaway from all of this is that market timing is a losing proposition. There is no “sell by” date or “end of game.” Short term hedges or bets seldom work. Instead, we find success by sticking to a plan as we incorporate new data into our decision-making process.

Investment Michelle & Ken Newsletter