Financial Quick Takes – Making Mistakes

Let’s talk about how to minimize the financial mistakes that matter the most, and make the most of the ones that remain.

Practicing Healthy Habits, Pursuing Wealthy Outcomes

Investing and health can be two of the most important things in life, but sometimes they also can be the most confusing.

In the final installment of our stock buybacks series, let’s cover some of the potential downsides to stock buybacks.

In the latest installment of our stock buybacks series, let’s take a look at how companies use stock buybacks in practice.

Stock buybacks (i.e. company repurchasing shares of its own stock) are often targets of both praise and criticism. So, are they good or evil?

Understanding financial lingo can help you manage your money more effectively, and hold more meaningful conversations with your advisor.

Reviewing your investment portfolio is a critical part of the financial planning process. This checklist covers some key topics to consider.

There are issues to consider when buying a home, including how the costs of purchasing and owning a home will impact your financial goals.

Let’s take a look at a total return investment strategy in comparison to one that seeks more concentrated dividend stock positions.

A popular perception is dividend stocks can deliver decent returns while also creating a dependable income stream for spending in retirement.