Insights and Blog

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing. Smart investors know that trying to time the market is often a losing game.

When the market suffers a significant downturn and economists warn of an impending recession, investors across the globe start to panic. They want answers and reassurance. They want a voice in the storm to tell them how and why they will be OK.

When one takes an objective look at the current advisor models, it’s not difficult to see that they are inherently flawed.

High Earning Executive Saves Almost $20,000 Annually in Fees and Expenses by Switching to Meenes Wealth and Sleeps Significantly Better at Night.

History has shown that successful investing requires discipline, and patience, and can be difficult for even the savviest of investors. When emotions and investment risks run high, it can be easy to lose focus on your investment strategy. To help you overcome these challenges...

Like investing, filling out a bracket involves balancing risk, reward and expectations, and winning a pool ultimately requires a bit of luck along the way. Here are a five lessons that can apply to the world of...

Markets were volatile prior to the invasion and have become even more so one month into the war. As we monitor the situation closely, nobody can consistently predict market moves. We’ve seen broad selloffs followed by huge rallies – sometimes within the same trading session. Volatility will most likely continue, at least for the short term, as investors weigh the impact of rising inflation, energy prices, supply-chain disruptions, and interest rates.

Last year, the U.S. Bureau of Labor Statistics announced that 4.5 million Americans, or 3% of the entire workforce, quit their jobs in the month of November of 2021 alone.

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology? It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago. This is the result of inflation. Inflation plays a major role in financial planning whether you are conscious of it or not...

As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam. Scamming has been exacerbated even further by the pandemic, with scammers taking advantage of citizens in an already anxiety-inducing climate. Be aware of five red flags when...

Modern Portfolio Theory may seem to only focus on a market’s optimal state but using the system in tandem with other theories, including Behavioral Finance, may allow an investor to take a balanced view of their financial strategy.