Understanding the basic principles of investing can help you make more confident decisions, remove the emotion from the equation, and build a portfolio that’s better positioned for long-term success.

Learn why diversification is so important, how regular rebalancing works, what bonds are and how they generate income. Also, see why staying invested through volatile times has helped investors reach their financial goals. Be sure to reach out to your financial advisor to discuss how these principles are at play in your portfolio.

Are Cryptocurrency Funds Part of Your Portfolio’s Future?

Part 3 of our series discusses development of cryptocurrency funds and investors’ consideration of professional management when wading into the crypto waters.

Cryptocurrency: The Early Years, Ongoing Development, and What’s Next

Part 2 of this cryptocurrency series covers the acceptance of Bitcoin by early supporters, price appreciation, and growing interest among investors.

What You Should Know About Cryptocurrency

From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.

Rainy Day Funds: Making Sense of Short-Term Investment Strategies

Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

Inflation: Is It Back and Does It Matter?

Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?

  • July 19, 2021

Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations

Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.

Investment Idea for Student Debt

Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.

Regular Investing: Don’t Get Blown Off Course

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.

  • July 2, 2020