Welcome to the Health + Wealth Hub

General Investing

Investment Planning: The Basics

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step--getting started.

Six Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk.

What it means to be a Fiduciary

As a fiduciary, we have your your best interests at heart. This video outlines the value we provide and what it means to have a fiduciary acting on your behalf.

Understanding Investment Terms and Concepts

Below are summaries of some basic principles you should understand when evaluating an investment opportunity or making an investment decision. Rest assured, this is not rocket science.

The Power of Compounding

Regardless of where you choose to invest your money—cash, stocks, bonds, real estate or a combination of places—the key to saving for retirement is to make your money work for you.

Investment Policy Statement

Before you build, you need a blueprint. Learn how an Investment Policy Statement can serve as your financial blueprint.

What are the Different Classes of Assets?

Answer:When it comes to investing their money, many people are content to take a random approach.

The Power of Entrepreneur

Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them.

What is a Bond?

Answer: When you invest in bonds, you are investing in the debt of a government entity or a corporation. A bond is simply evidence of a debt and represents a long-term IOU.

Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.

Understanding Your Asset Allocation

Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities.

Tax Benefits of Homeownership

Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax benefits under state law.

What's in a Number

What’s in a number? When you invest everything you’ve earned into everything you own, there’s a piece of you in every number. Now, you can see everything you own all in one place.

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