Markets driving you crazy? Kimberly D. Overman, CFP of The Financial Well suggests you watch this presentation below to gain some perspective.  Read More →

It is wonderful to see this difference being discussed. As a fully independent registered investment advisor, we put our clients first as a fiduciary, and have been for over 11 years. Why would an investor accept anything less? That’s why this New York Times is a must read and is so relevant: THE Great Recession has intensified a long-running... 

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re lucky, you may end up with enough... 

Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in a portion of any profits and growth of the company. Dividends from earnings are paid to shareholders,...