Insights

The cannabis industry has grown steadily over the years, and has recently been accompanied by a raise in stock prices as well. Preceding the recent election, marijuana stock prices quickly rose with the anticipation of more states choosing to legalize cannabis use. However, it is not too late for investors to add cannabis positions to their portfolios if they are in the right financial position.

Did you know that there are different strategies you can use to invest in ethically sound companies that you believe in? As we turn our attention to the greater good, your investments can actually be used for companies that prioritize and fund environmental policies, sustainability and even diversity in the workforce.

In the months leading up to another historic presidential election in the United States, most investors had polarizing views about how the economy and stock markets would react depending on who was in the oval office. One side viewed another four years of Trump as the only way the economy could continue to grow and the stock markets continue to go up. On the other hand many people believed that without Joe Biden in the White House, the economy was going to experience a period of catastrophic policy changes sending America’s international standing and economy into the toilet. Only time will tell which side was right but here are some historical facts to better understand what the outcome to your investments might be.

Retirement plans may appear to be costly on the surface but here are five ways which a high performing retirement plan can affect your bottom line.

If you are one of many Americans that have woken up only to realize you have a large amount of retirement savings and a large amount of debt, you are not alone. We’ve been thinking a lot about this recently and in conjunction with the recent passage of the Federal CARES Act on March 27, 2020, we...

In September, scientists from the National Oceanic and Atmospheric Administration (NOAA) announced that in 2018, Earth’s atmospheric concentration of carbon dioxide (CO2) averaged 407.4 parts per million (ppm). According to NOAA, this represented the highest concentration of CO2 in the atmosphere for at least the last...

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than...

Has any political referendum led to more consternation and hand wringing than Brexit? Nearly three and a half years after the United Kingdom voted to usher in a new epoch in European history, we still do not have a clear...

The domestic equity markets returned to a more risk-on posture from the more defensive tone of the previous month. Interest rates were cut for a third consecutive time, planned tariffs on Chinese goods were postponed, and Brexit was...

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise...

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial...

This video shares some great tips on how to teach savings and finance to your children or grandchildren.