Investing

fiduciary shaking hands with couple after reviewing their finances

Why Your Financial Advisor Needs to be a Fiduciary

What is a fiduciary and why does any financial advisor you trust need to be one? Well, most Americans believe that financial advisors are required to have your back.  You seek them out to give you advice on investing, financial planning, insurance, and other money topics you may not know well.  It is fair that …

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$1 bills scattered on table

How to Start Investing: Dollar Cost Averaging (Infographic)

Dollar Cost Averaging (DCA) is a simple but powerful investment method that is excellent for new and practiced investors alike.  If you are new to saving and investing or are generally averse to risk, putting your money at the mercy of the market likely feels daunting or scary.  We have all heard “buy low, sell …

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stacks of coins lined up as part of asset allocation

What You Need to Know About Asset Allocation

If you have ever spoken to someone about investing, maybe you have spoken to an advisor from your company’s 401(k) program, you have likely heard the term “asset allocation”.  But what in the world does that mean?  Asset allocation is dividing your investments across the three main asset classes (equity, fixed income, and cash) in …

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