Investor sentiment recently eclipsed lows last seen in the financial crisis. Learn why investor bad behavior often presents itself at these times, and why you should instead be rationally optimistic instead. Continue reading
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Red Flags of Investment Fraud
You have likely seen the local headlines. An apparent $50+ million investment fraud is unwinding in northeast Ohio, with a former high school basketball coach and self-proclaimed single-family real estate expert being accused of bilking investors in a Ponzi scheme. … Continue reading
Rational Investing Through A Down Market
Investment markets have been providing investors a rough ride in 2022. While falling markets can be worrisome, a rational reminder to understand markets and risk may help keep things in perspective. Emotions & Averages A typical first response to unsettling … Continue reading
Trend Following: The Missing Diversifier to Your Stock and Bond Portfolio?
2022 has been a tough year for investors. Through the end of May, the S&P 500 and the Bloomberg U.S. Aggregate Bond indices have declined at -12.8% and -8.9%, respectively. Both stocks and bonds, which is what most investors predominantly … Continue reading
Financial Planning Tools For Those Living With Disabilities
When you have disabilities, finances can be a concern, especially if you require ongoing care and treatment, or if you have a condition with the potential to worsen or require additional degrees of assistance in the future. Putting together a … Continue reading