Finance

Should we invest in a roth or traditional investment account. This month, we try to dive into some of the pros and cons of each.

2020 was an odd year. How have retail stock pickers beat Wall St and why should we not try to time the market.

2020 was a fast recovery. We dive into some of the reasons why the market may have recovered so quickly and a reason why it doesn’t make a ton of sense.

“I Got Nobody to Blame but Me”- Chris Stapleton Jim Shellenberger, CFA | Financial Advisor Sometimes we are our own worst enemy. When it comes to making financial decisions, our cognitive and emotional biases can help us or hinder us in making the best decisions. Our cognitive biases generally involve decision making based on concepts

“Every Rose Has Its Thorn”- Poison Jim Shellenberger, CFA | Financial Advisor While there are many pros and cons to Social Security, in the end, it has helped many individuals make it through their retirement years. The reason for the quote, “Every rose has its thorn,” is that even though Social Security is valuable to

MORE THAN INVESTMENTS Jim Shellenberger, CFA | Financial Advisor I wanted to take the time this month to remind you of the many offerings we have outside of investment management. Our intention is always to offer a comprehensive package of tools for you and your financial situation. Below, you will find some of the offerings

“Free and Easy Down the Road I Go”-Dierks Bently Jim Shellenberger, CFA | Financial Advisor By the very definition of investing, we set aside money to build wealth over time. Most of us approach an investment and hope to make money or “let our money go to work for us.” Ideally, we make money with

We learn that many times the wait is worth it. “Wouldn’t it be nice if we were older, then we wouldn’t have to wait so long?” The Beach Boys Have you heard of the Stanford marshmallow experiment? It was a study on delayed gratification where young children were placed in a room with a marshmallow

Downturns are not enjoyable and can create larger bumps in the road, but if we look further on, time, eventually, seems to be our friend. “Ob-La-Di, Ob-La-Da, Life goes on” – The Beatles Jim Shellenberger, CFA | Financial Advisor If the markets could speak, I envision them sounding something like “Ob-La-Di, Ob-La-Da.” A melody of

Control the things you can control. Make sure you plan for the worst and hope for the best and try to have living expenses covered in emergency savings. “It’s been a long time since I walked through this old town”-Kenny Rogers Jim Shellenberger, CFA | Financial Advisor I wanted to find a quote from Kenny