Author: Jonathan Harrison, CFP®
Don’t Miss Out: The Other Vote You Could Be Casting
The upcoming presidential election is understandably on a lot of people’s minds right now. Howeve…
Top Mistakes Investors Make in Big Market Swings
Market volatility can be unsettling for even the most seasoned investors. The ups and downs of the market can provoke anxiety and prompt impulsive decisions. However, maintaining a steady course is c…
How to invest this election year
The last couple years of market swings (significantly down in 2022 then an upbeat rebound in 2023) has left many investors feeling confused. In our climate of global & political turmoil, the pros…
Top 10 Estate Planning Mistakes to Avoid
Estate planning often gets tucked away in the corners of our minds, filed under the category of "important but not urgent." It’s one of those things we’ll get around to some day. Unfortunately, n…
The Best and Worst Investments of the Last 10 Years
Every year we like to publish this chart we affectionately call the "Asset Quilt." It ranks different investment types from best to worst, showing the last 10 years worth of results. The farthest rig…
