Category: Investment Planning

Let Bonds Be Bonds

2 Minute Read While browsing Yahoo Finance this week, a particular article caught my eye, “Regulators Alarmed by Risky Loans, But Don’t Know Who Holds Them.” The risky loans these regulators are worried about are called leveraged loans, and prominent voices in finance and economics have been…

Cannabis Investing

2 Minute Read The Cannabis industry has been experiencing exploding growth as the drug continues to be decriminalized across the US, and its medical uses are expanding into more treatment programs for individuals. This begs the question, should you invest in this young, but growing industry?  I took a…

Higher Bank Savings Rates

Ever wonder if there is a way to increase the interest you receive on your bank savings/checking account?  In this low interest rate environment, it’s a great question and one I receive frequently. One of the many great things about our country is entrepreneurship; new businesses…

Saving for a Child/Grandchild

What are some ways that you can save for a child or grandchild, and how do those accounts affect college aid in the future?  Here are two types of popular accounts, details on taxation, along with how they affect college aid in the future….

Q1 Market Summary

Weekly Update – Q1 Market Summary Equity markets saw their best quarter since the 2008-2009 Great Recession.  Here are the returns of several notable asset classes to start 2019: These returns come on the heels a significant pullback in the fourth quarter of 2018 that…