Commentary
What You Need to Know About Student Loan Forgiveness
By Jim Shellenberger, CFA CFP® After months of speculation, on August 24th, 2022, President Biden announced a plan to forgive student loans for borrowers who …
Smart Money Moves for Young Professionals During Uncertain Times
By Jim Shellenberger, CFA, CFP® Change is a normal part of life, whether we like it or not. But the colossal amount of uncertainty we …
Commentary July 2022
This month we look at how the average investor has performed in the past along with some data that may give us some comfort about where we are today and where we may be headed in the stock market.
Why I Became a Financial Advisor
By Jim Shellenberger, CFA,CFP ® Some things in life captivate us from a young age and never stop fascinating us. For me, that something is …
Commentary June 2022
This month we dive into reminders about the market and trying to refocus our perspective.
Commentary May 2022
This month we dive into why we should think like a contrarian when it comes to investing.