Latest Posts

How to Start Investing

by Jared White on Apr 3, 2019

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

How to Start Investing

by Jared White on Apr 3, 2019

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

Smaller Investors Can Go to the Head of the Class with Institutional Shares

by Jared White on Apr 1, 2019

Along with fund performance and risk ratios, expense ratios are a critical factor in determining the potential of funds to outperform the indexes and their peers, but they are easily overshadowed by robust returns in strong markets.  Now that the market is settling in, and fund returns are reaching relative parity with the market, expense ratios become even more important.

Planning a Family – What to Save for Right Now

by Jared White on Mar 28, 2019

The decision to go forward with your plans to start a family is a joyous one, but it can also lead to increased stress especially if your financial house has not been child-proofed. Considering that, on average, the cost of raising a child now exceeds $300,000, there’s little margin for error for most young families that have other important financial goals to achieve.

Why You Need an Investment Coach

by Jared White on Mar 26, 2019

If you believe some of the world’s greatest investors, such as Benjamin Graham and Warren Buffet, it’s not investments that cause people to lose money; rather, it’s people who cause people to lose their money. What is meant by that is investing with sound principles and intelligent practices will always have a greater likelihood of success.

Saving Versus Paying Off Debt

by Jared White on Mar 23, 2019

The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial planners and the responses will be split, roughly down the middle. While there might be as many advocates for savings as there would be for paying down debt, the broad consensus will likely be that it really depends on the situation.