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What is Risk Tolerance, and What Does it Mean for You?

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What is Risk Tolerance, and What Does it Mean for You?

The term risk tolerance gets thrown around a lot when it comes to investing So what does it mean and how does it relate to retirement In simple terms risk... Read More >

A Crash Course in Treasury Securities

Ever wondered what treasury securities are What about the difference between a treasury note a treasury bond and a treasury bill Let s uncover what these securities are so that... Read More >

What is a Real Estate Investment Trust (REIT)?

At the most basic level a real estate investment trust is a company that owns operates or finances income-generating real estate They allow people to invest in a trust that... Read More >

EE Bonds: A Long-Term Investment Tool

EE bonds are a little-known type of bond that can be accessed through the US Treasury However the unique part about them is that they are guaranteed to at least... Read More >

What Are the Differences Between ETFs and Index Funds?

ETFs and index funds are two popular investment vehicles that provide investors with exposure to a diversified portfolio of securities While both investment options closely track a particular market index... Read More >

Investment Management for Retirement: The Balancing Act

When nearing retirement it is essential to adjust your investment portfolio to reduce potential risks and increase potential gains This process of rebalancing guarantees that your investments align with your... Read More >

What Dividends Can (And Can’t) Do for Your Retirement

One investment strategy that can be useful when it comes to setting yourself up for retirement is dividends Dividends are regular payouts to shareholders based on the profits of the... Read More >

Don’t Forget the Power of Compounding Interest

Einstein is quoted as saying that the most influential mathematical concept of his time or the eighth wonder of the world is the concept of compounding returns Compounding interest is... Read More >

An Update on the Crypto Industry

In the crypto industry was shaken by as capital fled the crypto markets as inflation emerged and the economic recession ensued Shady and even fraudulent activities were uncovered at some... Read More >

2 Reasons 2022 Challenged the 60/40 Portfolio Allocation Strategy

The allocation strategy is frequently recommended when beginning your investing journey With of your portfolio in equities and in bonds or other fixed-income investments this approach has traditionally provided a... Read More >

Upcoming Events

Annual Client Baseball Outing – South Bend, IN

August 27th at The South Bend Cubs

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Dinner Seminar – Mishawaka, IN

September 12th @ Ruth’s Chris

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Dinner Seminar – Mishawaka, IN

September 17th @ Ruth’s Chris

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Dinner Seminar – Fort Myers, Florida

September 23rd, 24th or 30th @ Coopers Hawk

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Dinner Seminar – Fort Myers, Florida

October 21st and 22nd @ Coopers Hawk

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Educational Workshop – Bonita Springs, Florida

October 21st or 22nd at Bonita Public Library

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Dinner Seminar – Valparaiso, IN

October 29th and 30th @ Pesto’s 

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