Posts by laurenwools
From the Founder – Interest Rates & the Stock Market
As you might imagine, there is a lot to keep up with when trying to follow the world of finance and the markets. Our team uses a number of different…
Read MoreFinding Your Balance
When you first set up an investment, you (and your financial advisor) carefully created allocation ratios to fit your needs and chose an asset mix to match. Over time, however,…
Read MoreGenerational Wealth – Your Choices Could Impact Your Family For Generations
What does it mean to pass down wealth? If you have invested in stocks, bonds or other assets, or are building equity in real estate or a business you own,…
Read MoreCredit Reporting Change May Take the Sting Out of Some Medical Debt
When you’re sick, you visit the doctor, but what happens when the bills roll in and it’s more than you can afford? Medical debt can affect anyone, even if you…
Read MoreThe Debt Ceiling’s Impact on Your Investments
Should the U.S. raise the debt ceiling? That’s the debate currently raging in Congress. So far, both parties have remained firmly entrenched in their positions (Republicans — yes, but with…
Read MoreMarket Funk
Equity markets have seemed nervous up until the past few trading days. But as the possibility of a debt deal appeared, markets began to push back to highs we saw in March.…
Read MoreFrom the Founder – What’s Next for Interest Rates?
Do you follow the financial news much? If you’ve read my articles for very long, you likely remember how I feel about the media. It is sadly no longer about…
Read MoreDancing on the Debt Ceiling
As talks come down to the wire (again), the debt ceiling limit debate continues to loom over the markets and economy. You could barely turn around last week without hearing all the…
Read MorePlan A Trip Like A Professional
Warmer weather means colder drinks, long nights with friends and family, and traveling. Traveling is not only good for the soul but also for your health. A trip can relieve…
Read MoreAn Ounce of Prevention Is Worth a Pound of Cure
How often do you see your doctor when you’re not ill? For most people, the answer is never. As a result, many don’t realize they have a problem until it’s…
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