Investing – Page 2 – Financial Wellness, Retirement Planning | Better Financial Decisions

Investing

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Most investors don’t have a real asset-allocation strategy to achieve their retirement goals. The financial media will bombard you with ideas for buying or selling stocks, depending on the news of the day. But does a TV personality really know how you should be investing for retirement? Does he or she know anything about your unique situation?

As an investor, you need a hand-tailored investment plan, designed by an advisor with a fiduciary duty to put your interests first. Don’t let some broker from a big Wall Street firm buy and sell your account to earn commissions. That is not putting your interests first! Instead, be sure your investment philosophy is 100% aligned with your risk-and-return profile. After all, investing isn’t a game. It’s your hard-earned money, and you need it to live the life of your dreams.

rock formations balanced perfectly on each other

Financial Planning, Investing

Rebalancing Your Portfolio – with Carol Bell & Susan Koe

As the market changes, your portfolio can get out of balance. Here are some tips on when you can know whether it is time to rebalance.

woman at the market with a mask on

2 min read read now

Investing

How Can the Market Go Up in This Economy?

Lorraine Ell | Posted May 12

< 1 min read read now

Investing

The Investing Fast Lane

Lorraine Ell | Posted Mar 31

Crystal Ball

< 1 min read read now

Investing, Your Legacy

The Market Has No Memory

Lorraine Ell | Posted Feb 27

binoculars on a case at sunset

< 1 min read read now

Investing, Your Legacy

Hindsight Is 20/20. Foresight Isn’t.

Lorraine Ell | Posted Feb 20

Holiday Dec 31

3 min read read now

Financial Planning, Investing, Tax Strategy

5 Tax Tips to Consider Before the End of the Year

Lea Ann Knight | Posted Nov 15

Pie charts

3 min read read now

Financial Planning, Investing

Here’s a Better Way to Select Your Investments

Better Money Decisions | Posted Sep 6

5 min read read now

Financial Planning, Investing

How to Invest $1 Million

Lorraine Ell | Posted Aug 29

Houses

3 min read read now

Financial Planning, Investing

Investors Should Look Beyond Stocks and Bonds

Better Money Decisions | Posted Aug 28

3 min read read now

Financial Planning, Investing

Why Your Investment Account Is Unique

Better Money Decisions | Posted Aug 20

Woman with Laptop

3 min read read now

Financial Planning, Investing

Why an Asset Mix Helps Your Investments

Better Money Decisions | Posted Aug 14

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