The Week in Charts

The Week in Charts

..Some of the best charts from the week that tell a story about the markets and economy. Magnificent Seven Are Driving ReturnsThis year's stock market performance might not be as straightforward as it seems. Much of the rally has been driven by the "Magnificent Seven"...

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Where to Stash Your Cash

With interest rates and inflation rising, you might be wondering how to maximize your cash. The positive of higher rates is now you can now earn a decent return on your cash. To make the most of your money, let’s look into the following options:  High Yield SavingsOne...

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5 of The Biggest Investing Myths

5 of The Biggest Investing Myths

Could these investing myths be holding you back? In this blog we will debunk some of the commonly held beliefs. 1. The Stock Market is a CasinoWhen done correctly, investing and gambling have nothing in common. In a casino, the longer you play, the more likely you are...

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How Much Will You Spend in Retirement?

How Much Will You Spend in Retirement?

Wondering how much you need to retire is a common question, but have you considered how much you'll actually spend once you're retired? Knowing your anticipated expenses can significantly impact how you prepare for retirement. In this post, we'll explore various...

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The 10 Biggest Money Mistakes

The 10 Biggest Money Mistakes

In this article we’ll look into the major money mistakes that frequently push individuals into financial trouble. By avoiding some of these missteps, you can help set yourself up for financial success in the future. 1. Prioritizing Spending Cuts Over Income GrowthSome...

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Preparing for Retirement?

Preparing for Retirement?

Typically, George Maroudas in our office writes all (most for sure) of our blogs. This week I stumbled on an article written by our custodian, LPL. We see a ton of these and normally I don’t like forwarding, but this one I enjoyed and think it does a good job covering...

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Why You Should Stay The Course

Last year marked one of the most challenging periods for financial markets since 1931, leaving countless investors anxious about what the future held. As we entered 2023, the predictions offered little comfort, adding to the uncertainty that hung in the air. But...

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Plan to Rise Above®

Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.

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