Investing

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

1 min read

Why You Shouldn't Confuse the Economy and Stock Market

Many investors conflate the economy and the stock market and expect the two to act in tandem.

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

2 min read

Will September Continue to Be the Worst Month?

Heading into September, market historians are preaching caution because September has statistically been the worst month...

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

2 min read

FOMO

Fear-of-missing-out is a very real emotion and it can derail your portfolio

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

1 min read

Perils of Timing the Market

The end of March 2021 marks the one year anniversary of the stock market bottom and the end of the shortest bear market on record.

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

1 min read

Crypto Art

The latest digital trend isn’t another cryptocurrency but rather an art form or collectible. NFT or non-fungible token is a form of...

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

1 min read

8th Wonder of the World

Einstein described compounding as the 8th wonder of the world and it no wonder why. Compounding is the essence of having your money work...

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

3 min read

Putting the Worst GDP Drop Ever in Perspective

On Thursday, July 30th, the Commerce Department reported that GDP decreased at an annual rate of 32.9% in the second quarter of 2020.

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

3 min read

Disconnect Between the Markets & the Economy

U.S. stock markets continue to trend up as optimism returns to Wall Street while Main Street USA continues to reopen.

4 min read

Saving vs. Investing

You should always have a steady stream of money going both into a savings account and an investment account.

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

3 min read

Spendless Sundays

I challenge you to choose one day of the week where you don't spend any money. What you don't spend on a given day becomes savings!

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

4 min read

IRA Basics: Traditional & Roth

“The best time to start saving for retirement was yesterday.”...people are working well into their 60s and 70s and are living much longer.

7 min read

Interview with The United States Economy

June 2019 marked the longest expansion in modern U.S. history...we are so lucky to sit down with our guest, The U.S. Economy.