Five Stocks We Are Buying in November 2022
These five stocks look juicier than Momma’s Thanksgiving turkey. We are adding to our positions in these in November of 2022.
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The Impact of the Midterm Elections on the Stock Market
With midterm elections just around the corner, find out how the stock market could be affected by the outcome.
How to Support Your Family in a Recession
With the rising cost of inflation and the downward spiral of the economy, a recession is a real possibility in the near future. Taking steps now to improve your financial situation is important for thriving in a slow economy. These five tips can help. 1. Start a Business to Generate More Income Starting a business …
Hidden Risks
From our friends at Creekmur Wealth Advisors There are things that happen in life that we all know about, but rather avoid experiencing personally. Like the host at a restaurant saying it will be a 2 hour wait or your contractor muttering “uh oh” as they work on that renovation in your basement. Generally, those two little …
Post Tax Season Planning Tips
From our friends at Creekmur Wealth Advisors Tax season has come and gone, but that does not mean the planning stops! While much of your focus prior to April 18th may have been on making sure you get your tax return submitted properly, the focus can now shift towards some other items that can improve your …
Savings Rate Vs. Rate of Return
From our friends at Creekmur Wealth Advisors A common question I receive as a wealth advisor is, “What investments someone can make to get a big return?” While Creekmur Wealth Advisors spends a substantial amount of time researching, modeling, and planning investment strategies we do not believe that rate of return is the most important rate …
Building A Recession Proof Retirement Portfolio
From our friends at Creekmur Wealth Advisors What Does It Take To Build a Recession Proof Retirement Portfolio? How can my portfolio and my retirement survive a recession? This is a very common fear for retirees and pre-retirees and considering the movement of the market recently, you may have had this same question yourself. Throughout your …
Investing 101: A Three Step Plan to Investing Success
From our friends at Creekmur Wealth Advisors One of the biggest issues that new investors run into is developing an easy-to-repeat, long-term investing strategy. Below I’m going to discuss three steps you can use to help develop your investing strategy. By having a set strategy every investor is better prepared to weather the inevitable volatility of …
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Investing Reminders for Times of Market Volatility
From our friends at Creekmur Wealth Advisors Learn the 3 R’s to help you prepare for market volatility. It’s impossible to predict when the market will drop or how far it will fall. With this in mind, investors should take steps to position their portfolios against potential risk during times of growth. Fact: Future volatility could …
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Investing Myths (You don’t want to fall for!)
From our friends at Creekmur Wealth Advisors How do you make investment decisions? Do you look at data? Or look for an interesting opportunity? Interestingly, most people don’t look at facts when making decisions. They prefer a good story.1 Maybe that shouldn’t surprise us. Stories appeal to our emotions and our values.2 Stories help us make …