Everyone Has Their Own Investment Playbook

Unless you’re living under a rock, you know that Tom Brady has made it to the Super Bowl a few times. Ten, to be exact.

You may also know that he didn’t win all of those. In fact, he lost three of them. Even the GOAT of football had a strategy that didn’t work every single time. So what does that mean for your investment strategy? Read More

Investing vs. Speculating

Investing vs Speculating

By now, you’ve probably heard about the Gamestop/Reddit saga on Wall Street. Since there’s a Netflix movie coming about the topic, I won’t go deep into detail, but the short version is this:

A group of retail investors (individuals who manage their own investments), noticed and attacked a trend in the stock market. Some people felt that an opportunity arose to play against the large hedge funds and the war was on. It made national news and a ton of money changed hands over the course of a few crazy weeks.

In the end, there were still more losers than winners and life goes on, but what is the real takeaway here? Were all of those people investing or speculating? What is speculating, exactly, anyway? Read More

Investing For Beginners

Investing For Beginners

Investing can seem a challenging world to break into, or even understand sometimes. There are ETFs, stocks, bonds, mutual funds, CDs…and who could forget the good ole annuity? However, investing for beginners doesn’t need to be so complicated.

Becoming an investor is simply preparing your money for the future. Whether that’s investing in stocks or moving your money into other investments, your money should be working towards your future. Read More

Looking For the Perfect Investment? Here’s the Secret….

We are in some weird times right now. A few weeks ago, I would have never imagined that I would have to plan for our federal, state and local governments to shut down an entire economy due to a pandemic like the coronavirus (COVID-19).

I have been through several economic downturns in the past and, unfortunately, it’s times like this that many investors will panic and make some big money mistakes.

And one of the biggest mistakes is trying to search for the “perfect investment.”  Read More

Surfing Normal Uncertainty

On the way to my sons’ school I have to cross over a very long bridge over a pretty large lake. One really can’t ignore the lake because its pretty large and it is also a very shallow lake and full of alligators. Its always cool to go over the bridge and count how many gators are on top of the water.

Some days the water is perfectly flat all the way across. Not even a ripple. The next day the water is really rough. Without even having to give it a second thought, our mind is aware that both, either flat or rough, is totally normal. Read More