Feb 28, 2022
Brian and Alex dive into the Ukrainian/Russian conflict and give you advice on how NOT to play into the fear that Putin is creating. They give examples of bad moves and good moves that are made by investors when major events like this happen. What are the best things you can do? Stick to your strategy and stay...
Feb 25, 2022
While we're not trying to downplay the current situation in Ukraine, what we're trying to say is this: Don't panic. This isn't the first crisis and it won't certainly be the last. Nic gives examples of how the markets have historically reacted to major events.
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Feb 24, 2022
By now, we've all heard it. Being fearful and uneasy in these kinds of situations is normal and totally acceptable. However, your reactions may not be. Brian steps away to give his best financial advice in response to the conflict.
Brian Wiley, Financial Advisor
Feb 24, 2022
At a glance, Mutual Funds and Exchange Traded Funds (ETFs) may look very similar. One isn't necessarily better than the other, but it's important to look at the expense ratios and historical performances of each. Nic gives some example of why you MAY want to put your money into ETFs rather than mutual funds...
Nic...
Feb 22, 2022
If you've shopped online recently, you probably noticed a couple of buttons during checkout that mention Affirm or Uplift. Buy now, pay later is becoming more popular, especially when it comes to planning vacations. Is this something that could work for or against you?
Nic Daniels BFA™, Financial Advisor