Basis Points
Basis points (bps) – or “bips” – is financial jargon advisors love to toss around. It’s often used to define the fees investors pay advisors. It’s only appropriate, then, that a blog meant to communicate the basis for our financial planning and investment philosophy also serve as a way to give Basis Points back to investors.
When Helping Hurts
What do federal stimulus and Kudzu have in common? Both were introduced with good intentions and both are now smothering the very demographic they were meant to help.
Is Utility Choice the Right Choice For You?
Pennsylvania’s utility choice program offers customers the ability to shop competitive prices from power suppliers. With energy prices set to increase next month, it’s worth taking a closer look at this program.
Missing The Market’s Best Days
The impact of missing just a few of the market’s best days can be profound, as this short video illustrating a hypothetical investment in the S&P 500 Index shows.
Money Memories
Early experiences with money often shape our attitudes towards it later in life. Mother’s Day weekend is a great time to reflect on those who helped shape your financial framework as well as those whose framework you are able to shape.
“Double Stuf” Fiduciary
No one would settle for a standard Oreo Cookie Sandwich after paying for the “Double Stuf.” Why should we expect anything less from advisors that hold themselves out to be fiduciaries?
Ukraine and Your Portfolio
Is it selfish to view the current human suffering and simultaneously feel the urge to peek at what effect it might be having on your net worth? Can values-based investing help reconcile global unrest with personal investment concerns?