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Investing & Wealth Building Dana Arvanites, CFP® Investing & Wealth Building Dana Arvanites, CFP®

The Stock Market Doesn't Have a Political Party. Neither Should Your Investment Strategy.

Does the political party in power really determine stock market performance? History shows that markets have performed well under both Democratic and Republican administrations. Explore how elections, economic conditions, and investor expectations influence the market—and why staying focused on your long-term financial goals may be more important than reacting to political headlines.

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Investing & Wealth Building Kim Velasco, CFP® Investing & Wealth Building Kim Velasco, CFP®

What to Do with Extra Cash: 5 Smart Alternatives to Letting it Sit Idle

Extra cash sitting in a low-interest checking account may feel safe, but over time it can lose value to inflation. This article explores several smart ways to put excess cash to work, from high-yield savings accounts and Roth IRAs to HSAs and brokerage accounts, while still maintaining flexibility and long-term financial balance.

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Investing & Wealth Building Michael Hollis, CFP® Investing & Wealth Building Michael Hollis, CFP®

Alternative Investments: Should Retirees Consider Gold, Real Estate, Private Equity, or Crypto?

Every few years, a new investment trend captures headlines, from crypto to gold to private equity and real estate. But for retirees, the real question is not what is popular, it is what supports a sustainable income plan for the next 20 to 30 years. Before adding alternative investments to your portfolio, here is what you should consider.

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Investing & Wealth Building Michael Hollis, CFP® Investing & Wealth Building Michael Hollis, CFP®

Evaluating Funds for Your Portfolio: How to Choose Mutual Funds

While selecting the right mutual funds is important, the cornerstone of wealth-building lies in a disciplined, long-term investment approach. By starting early and investing consistently, you harness the power of compound growth, setting the stage for financial success. Diversifying through mutual funds can further enhance your investment strategy, making it more manageable and effective.

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Investing & Wealth Building Michael Hollis, CFP® Investing & Wealth Building Michael Hollis, CFP®

The 5 Habits of Millionaires

What are the key habits that millionaires share? Discover the five essential habits and how being intentional and having a solid plan can lead you to financial success. Learn how to live within your means, avoid depreciating assets, boost your income, invest smartly, and the benefits of working with a financial planner.

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