Posts by Cortney Cost
The New Year Brings Big Questions for Markets
As we pack away the holiday decorations, we’re reminded that every new year brings fresh opportunities and challenges for our lives and our portfolios. And 2024 is no different — with uncertainty surrounding future monetary policy and a looming presidential election.
Read MoreFee-Only and Fiduciary: What It Means for Your Financial Planning
The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance.
Read MoreNavigating Alternative Investment Strategies
For years, stocks and bonds have been the primary way investors could build their wealth. However, we’ve seen remarkable transformation in a third venue: alternative investments.
Read MoreThe Right Time to Buy? How to Factor in Higher Mortgage Rates
Recent trends in the housing market have prompted many potential homebuyers to ask: Is now a good time?
Read MoreAvoiding Fraud, Theft, and Overcharges
When recession risks grow, normally that can lead to lower profits for businesses. For business owners, if your profit margin is razor thin or nonexistent, you sure can’t afford to lose funds to fraud, theft or overcharges.
Read MoreHow to Find an Advisor You Can Trust
The choice of a financial advisor is one of the most important decisions you will ever make. To ensure you end up with a qualified, trustworthy wealth manager, it’s imperative that you perform a thorough due diligence.
Read MorePride Month: How to Build Your LGBTQ Financial Plan
A plan without a map is a plan that leads you nowhere. To chart your course, ask yourself “What do I want my money to do for me?”
Read MorePlanning for a Loved One with Special Needs
As advisors with a dedicated focus in special needs planning, we know this process can be overwhelming – many clients are unsure where to even start.
Read MoreVolatile markets: Don’t rely on headlines for guidance on when to invest
Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans.
Read MoreUnderstanding market downturns
For prepared investors, market downturns can represent great opportunity.
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