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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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National Savings Month - Pay Yourself First

One of the most basic tenets of sound investing involves the simple habit of “paying yourself first” – in other words, making your first payment of each month a deposit into your savings account. The trick is to prioritize. Make it a point to put your future first. At first, saving may mean a small lifestyle change. But most individuals want to see their net worth increase steadily. For them, finding ways to save becomes more of a long-term commitment than a short-term challenge.

Saving

6 Important Financial Strategies for your 20s and 30s

You might be navigating the challenges of paying off student loan debt, establishing yourself in a new career, buying a home, or having a family. Working with a financial professional may help get you out of debt faster, save for important goals, or get a head start on retirement. Take control of your health, negotiate your salary, figure out your financial goals, eliminate your debt, and protect your credit.

Insights Saving

National Retirement Security Month: Five Savings Secrets

Many Americans (even those in higher income brackets) live paycheck to paycheck with little or nothing “put away” for emergencies or retirement. In general, when it comes to a lack of savings, it is often not a question of low income, but a matter of high spending. Take care of you before anyone else, so there are no excuses at the end of the month. Unless your monthly bills are higher than your monthly income, you should be able to determine a set, comfortable amount that goes into savings every month.

Retirement Funding Saving

Social Security 2025 COLA: Projected 2.5% Increase

More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data. The COLA will raise the average benefit by $48 to $1,968 a month. For those of you currently receiving benefits, If you think this year’s COLA will make your budget a bit more challenging, please let us know as soon as possible.

Social Security Saving

A Decision Not Made Is Still a Decision

One of the worst decisions may be the failure to enroll in a 401(k) plan. Not only do non-participants miss out on one way to save for their retirement, but they also forfeit any potential employer-matching contributions. Whatever your situation, your retirement investments require careful attention and may benefit from deliberate, thoughtful decision-making. Your retired self will be grateful that you invested the time … today.

Retirement Funding Insights Saving