Media & Blog

Helping people plan smarter for their future

Monthly Archives: March 2018

Investing in Your Beliefs

It’s Not Uncommon Many well-educated, socially conscious, and environmentally friendly investors wind up buying shares of companies whose beliefs and business practices are far removed from their own. Why? Often, investors simply haven’t thought about merging their personal beliefs with … Continue reading

Share this:
Posted in Financial Planning, Investing, Lifestyle, Money, Personal Finance | Tagged , , , | Leave a comment

Financial Priorities Young Families Should Address

As you start a family, you start to think more about certain financial matters. Things change when you have kids, so being prepared can make the transition less stressful down the road. Parenting presents you with definite, sudden, financial needs … Continue reading

Share this:
Posted in Family, Financial Planning, Investing, Lifestyle, Money, Personal Finance | Tagged , , , , | Leave a comment

Translating Stock Market Jargon

Understanding the terminology used when it comes to stocks, investing, and even Wall Street is challenging to many people. Below are some terms we hear quite often summarized in order to help you. Blue Chips: Stocks that have a history … Continue reading

Share this:
Posted in Financial Planning, Investing, Money, Personal Finance | Tagged , , , , | Leave a comment

Who To Trust With Your Money – 2 Frugal Dudes Podcast

Stephen Rischall,CFP® spoke with Sean Merron, host of the 2 Frugal Dudes podcast  to discuss everything from good (and bad) financial decision making, to investing for the first time, and smart ways to protect yourself from financial fraud. Stephen also shared his … Continue reading

Share this:
Posted in Financial Planning, Investing, Money, News, Personal Finance | Tagged , , , , , | 1 Comment

Should Millennials Be Your Money Models?

Financially, Millennials (or Generation Y) are often criticized for being risk averse and unaware. Is this truth, or is it fiction? In some instances, pure fiction. Here are some good financial habits common to millennials – habits their parents and grandparents … Continue reading

Share this:
Posted in Financial Planning, Investing, Millennials, Money, Personal Finance | Tagged , , , , | Leave a comment