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Saving vs Investing These two phrases are similar, but very different. It seems people get them confused and it’s important to understand what differentiates them.

With the run of real estate prices, the unsung “hero” in that growth is the value of your home, but rising real estate prices may result in rising property tax.

Some of the world’s most recognizable leaders, investors & politicians attended the Annual World Economic Forum and are shared their financial outlooks.

One of my favorite holiday traditions is our Elf on the Shelf. Last year, he arrived from the North Pole via parachute with tickets to the Polar Express!

Debt securities can be an important component in creating a portfolio designed for capital preservation and income. In part three of Financial Basics 101, we explore one type of debt security in particular - corporate bonds.

At the end of July, many of you may have heard about a 16 year old named Kyle Giersdorf 1. Kyle was the winner of the first ever Fortnite World Cup which awarded him 3 million dollars in prize money. Yes, 3 million dollars!!

As Mike Tyson once put so eloquently, “Everyone has a plan until they get punched in the face.” Sometimes you need to stick to the plan. Sometimes you need to adapt. Some things you need to take control of in advance. My advice to you is something I heard a lot of growing up – keep your eye on the ball.

The yield curve is the “connect-the-dot” line that follows the yield of treasury bonds with maturities from 1 month to 30 years. Typically, this curve is sloped upward, as longer-term bonds demand a higher yield. In a healthy economy, when long-term growth is expected, higher long-term yields are indicative that investors have positive feelings about growth in the economy.

Options strategies such as protective puts and covered calls are simple enough to implement and at the very least they might make you feel better.