Author archives for Chelsi Balfour

    Let’s Talk About Midterm Elections and Your Investments

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    Let’s Talk About Midterm Elections and Your Investments

    This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

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    Market Volatility Terms to Know

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    Market Volatility Terms to Know

    Every industry has its special terms whose meanings aren’t always clear to the casual observer – investments may surpass them all. Its stream of strange terms can be hard to decipher, particularly during tough markets when industry jargon and unfamiliar language can obfuscate pressing matters.

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    How to Think About Market Corrections and Behave in a Volatile Market

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    How to Think About Market Corrections and Behave in a Volatile Market

    By Michael Gold “Risk comes from not knowing what you are doing” –Warren Buffett I am always asked where I think the market is going.

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    Avoiding Big Money Mistakes

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    Avoiding Big Money Mistakes

    By Michael Gold, Founder and CEO, Wealth Advisor If you pay monthly for a smartphone, you probably know that the advertised price and the actual price for your monthly service are typically different.

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    The Basics of Bucketing

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    The Basics of Bucketing

    Most of us have a jar of cash for something, whether it’s designated for Friday night pizza or savings for an upcoming event. Keeping jars of cash for certain things exemplifies our natural tendency to put money into categories.

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    The Top Ten Mistakes Made in Estate Planning

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    The Top Ten Mistakes Made in Estate Planning

    The Top Ten Mistakes Made in Estate Planning

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