Month: June 2022

Where to Start with Retirement Planning?

Have you ever had a conversation with a friend or family member that starts off sounding something like this? “When I retire, I’m going to….” Odds are, you have either had this discussion or spent time at work dreaming of all the things you will do once you retire....

What is a Stock?

What is a Stock?

We have all visited the golden arches of McDonald’s at some point in our lives. While waiting for your fries and Coke, have you ever thought, "I wish I owned McDonald's?” The good news is you can own a piece of McDonald’s Corporation since it is a publicly traded...

The Importance of Rebalancing

The Importance of Rebalancing

Each spring as the weather turns nice, flowers bloom and yards begin to turn green. This culmination is wonderful to look at and it is enjoyable admiring the end result. However, like most things in life, behind a fantastic result is a great deal of planning and...

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