Dividend reinvestment is the practice of using the cash dividends you earn from stocks or funds to buy more shares automatically. Instead of pocketing your quarterly payouts, you let your…
For income-focused investors, dividends are one of the most attractive features of owning stocks. They provide regular cash flow and can serve as a key component of retirement income planning….
There’s a family I’ll never forget, the Carters. When they first came into my office, they were like many of the families we meet. Hardworking. Hopeful. But uncertain. They had…
When it comes to investing, confidence isn’t about knowing everything; it’s about understanding what matters most and staying grounded when markets move. For many investors, the greatest challenge isn’t the…
Why Feelings and Finances Don’t Mix Every investor says they make decisions with their head. But when the market drops, it’s your heart that takes over. The truth is, emotional…
If you’ve been investing for any length of time, you know that markets don’t move in a straight line. There are periods of growth, decline, and everything in between. Yet,…
Falling behind on your savings goals can feel stressful, but it’s not the end of your financial story. Whether you’re approaching retirement or just realizing you haven’t saved as much…
As the year winds down, investors often focus on portfolio performance, tax strategies, and rebalancing. But there’s one area that deserves special attention before December 31 retirement contributions. Maximizing your…
As the year draws to a close, it’s not just about holiday plans and family gatherings: it’s about taking advantage of smart financial strategies that can reduce your tax bill…
As 2025 comes to a close, it’s time to pause and take inventory, not just of your net worth, but of the health and purpose behind your investment strategy. If…