A Word on Small-Cap Value Stocks
July 21, 2023
Chief Investment Officer Andy Popenfoose shares thoughts on small-cap value stocks. He reviews the wild ride they have had year-to-date and their role in your portfolio.
Insights
Celebrate Your Resolve
July 13, 2023
Recent numbers are now in, with good news to share. With some financial analysts describing a “gravity-defying” “monster rally” across major market indices, most disciplined investors have been richly rewarded for sticking with their appropriate investment allocations. Even had quarterly and year-to-date numbers not shown improvement, we would have advised you to remain invested as planned anyway. The same can be said for whatever the rest of the year has in store. We know markets
A Word on the Debt Ceiling
May 23, 2023
Chief Investment Officer Andy Popenfoose gives a video update on The U.S. Debt Ceiling and the markets.
Dealing with the Rising Cost of Healthcare and other Risk Planning
April 25, 2023
Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the
Four Ways to Apply the 80/20 Rule to Your Financial Pursuits
February 20, 2023
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can save time, simplify your finances and likely gain better results. In that spirit, here are four financial best practices that pack a
Investment Fundamentals Part 4: Patience and Personal Persistence
February 8, 2023
So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. By applying these principles, you are much better positioned to let capital markets work their wonders on your investments. But there are two more essentials that can make or break even the
