Investing

Filters

Growth Fund

Growth Fund Definition A growth fund is an investment vehicle, typically offered by mutual fund corporations or Exchange-Traded Fund (ETF) ...

Hedge Fund

What Is a Hedge Fund? A hedge fund is a pool of money from both established individuals and large organizations, ...

Markets in 2 Minutes – September 2023

The U.S. has seen a significant surge in credit card debt, surpassing the $1 trillion mark, amidst rising interest rates. ...

retirement savings

A “How To” Guide to Retirement Savings for the Self-Employed

In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...

Rule of 72 – Compound Interest

What Is Compound Interest? Compound interest is the interest on savings calculated on both the initial principal and the interest ...

Markets in 2 Minutes – August 2023

In our newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses a widely covered story ...

Summer 2023 Market Recap & Outlook

“What a difference a year makes.” Tune in to our newest market recap video as our team discusses what’s changed ...

Markets in 2 Minutes – July 2023

As we reach the midpoint of the year, the equity markets have shown impressive returns, yet notable disparities arise in ...

Q2 2023 commentary

2023 2nd Quarter Commentary: “A Welcome Return to Precedented”

It would be avant-garde if we had ChatGPT write this quarterly letter. Alas, we did not. Humans still write this ...

certificate of deposit (cd)

Certificate of Deposit (CD)

What is a Certificate of Deposit? A certificate of deposit, or a CD, COD, or Time Account, is a savings ...

consumer price index (cpi)

Consumer Price Index (CPI)

What is CPI? The Consumer Price Index, or CPI, is the measure of the monthly change in prices that consumers ...

nasdaq

NASDAQ

What is NASDAQ? The NASDAQ refers to the Nasdaq Composite, an index listed on the NASDAQ stock exchange, where you ...