The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
Starbucks: An Investment Lesson in Buying Quality & Managing Emotion
Starbucks is a great example of a high quality, global company that has done a great job branding. Their stock price has seen large fluctuations since it's IPO but has rewarded long term investors. We provide an Investment 101 in our most recent Sandbox Blog post using Starbucks as our example.
The True Cost of Refinancing Your Mortgage
Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the varying costs associated with refinancing.
6 Common Money Management Mistakes Made By Millennials
For millennials, one or two bad financial habits can quickly lead to growing debt & even cause you to come up short month after month.
S&P 500 Now Positive for 2020, Yet Two Thirds of it's Companies are Still Negative
S&P 500 is now positive in 2020 yet roughly 2/3 of the companies in the index are still negative on the year! Under the hood, 320 of the 500 companies are still negative. Thanks to Amazon, Microsoft and Apple for the help.
4 Essential Financial Tips for Millennial Entrepreneurs
For business owners or entrepreneurs, even just a few hours of dedicated, objective financial advice can save you years of headaches later on down the line.
2020 - Half Way There
We are just past the halfway point and 2020 has provided plenty of fireworks! After the fastest-ever bear market decline, the stock markets staged their best 50-day rally ever. Time to review, assess and plan for the second half.
Stock Market Pullbacks since the Financial Crisis
A great visual chart of the major pullbacks in the S&P 500 since the end of Financial Crisis (2009). From the prior recession low, just over a decade ago, there have been many bumps in the road but we have seen stock markets move significantly higher.
Roth Conversions: What You Need to Know
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
Are You a HENRY?
If you have the high-income without the huge savings account, you may be considered a HENRY. Learn more about the qualities of this new and expanding demographic.