The first few months of 2022 have not been kind to investors. It’s rough out there. Make sure you’re looking for the rainbow after the storm.
Author Archives: Sarah
First Quarter Check-in
It’s the end of the month. And the end of the first quarter. Although I’m a strong believer that all time is made-up (ergo: why I’m late for everything), we can use this calendar mark. Take this time to review your income versus your expenses so far this year. Here’s your first quarter check-in. HowContinue reading “First Quarter Check-in”
Stock Picking Falls Short (again) in 2021
85% of active stock fund managers underperformed their benchmark in 2021. Trying to outsmart the market doesn’t work.
8 Ways to Save on Gas (and none of them are carpooling)
8 ways to save on gas. And none of them are carpooling. Or riding your bike (it’s still winter here in Wisconsin, that’s a stupid suggestion).
Cost of Thanksgiving 2021
Everything is expensive this year. The pandemic has messed with supply chains and we’re going to feel the effects rippling through for a long time. Thanksgiving dinner is no different. According to the American Farm Bureau, the cost of feeding a family of 10 is going to be 14% more expensive than it was lastContinue reading “Cost of Thanksgiving 2021”
Financial Advice is for Everyone
Health Insurance Open Enrollment: The forgotten season
Most Americans celebrate the last three months of the year with three big holiday seasons: Halloween, Thanksgiving, and Christmas (Happy Hallothanksmas, y’all)(huge apologies to my Jewish friends). But there’s another very important season that we all need to be aware of: Health Insurance Open Enrollment. This is the annual window for you to sign upContinue reading “Health Insurance Open Enrollment: The forgotten season”
WTF is an ETF?
I know I’m often guilty of simplifying the investment process for you. Something that I’ve spent over 10 years studying is second nature to me, but it’s likely still foreign to you. I’ve mentioned before that the use of ETFs can be the easiest way to invest. Knowing what an ETF is is one ofContinue reading “WTF is an ETF?”
Using an Advisor Pays Off
Spend money to make money. It sounds like an oxymoron, but it’s the truth. Hiring a financial advisor pays off. But it’s not because financial advisors know some super secret way to invest. It’s because an advisor spends time studying how to get the best results for you. Clients who work with an advisor sayContinue reading “Using an Advisor Pays Off”
Making It Count Podcast
Do you ever feel like you’re stumbling through your finances? You’re not alone. This is Making it Count, the podcast where we explore real ways to make your hard earned money work for you. Join hosts Cristina, a working mom of two doing her best to save for their college and her retirement, and Will,Continue reading “Making It Count Podcast”