Investing

The Importance of Portfolio Monitoring

The Importance of Portfolio Monitoring

A fire pit and portfolio monitoring. I recently completed a backyard renovation project of building a fire pit and seating area where an old tree stump had been. I wanted to have rocking chairs around the fire pit, so I…

Return on Investment and Expectations

Return on Investment and Expectations

The Uncommon Average The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations for…

What Is Fiduciary Advice?

What Is Fiduciary Advice?

Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can be confusing because on the surface…

Protecting Yourself against Identity Theft

Protecting Yourself against Identity Theft

Have you or someone you know been a victim of Identity Theft? If so, then you most likely know and understand how difficult it is to not only protect yourself against these acts, but you also understand how damaging it…