by Joe Lind | Mar 17, 2025 | Investing
Every day, financial headlines scream for attention—”Stocks Plummet Over Fed Decision!” or “Market Surges on Job Report!” But let’s be honest: most of the time, we don’t actually know if the event in the headline caused the market move. Markets...
by Joe Lind | Mar 11, 2025 | Investing
March Madness is here—the time of year when brackets get busted, Cinderella stories unfold, and emotions run high. But while the chaos is thrilling on the court, it’s the last thing you want in your investment portfolio. Just like in basketball, investors fall victim...
by Joe Lind | Mar 6, 2025 | Investing
March Madness is full of surprises. Every year, we see overconfident fans (and analysts) predict a flawless bracket—only to watch a Cinderella team bust it wide open. The same thing happens in investing. Overconfidence bias makes us believe we can predict market...
by Joe Lind | Feb 18, 2025 | Investing
Rolling over a traditional IRA into a Roth IRA isn’t just a financial move—it’s a long-term strategy with powerful tax benefits. While these rollovers were all the rage a few years back, they’ve fallen off the radar for many. But for the right individual, they can...
by Joe Lind | Feb 6, 2025 | Investing
Black History Month is a powerful reminder of the resilience, innovation, and community strength that have shaped our world. As investment advisors, it’s a chance to reflect on how we can help create a more equitable future. Financial empowerment plays a huge role in...
by Joe Lind | Feb 4, 2025 | Investing
We’ve all seen *Groundhog Day*—Bill Murray stuck in a time loop, repeating the same day over and over. It’s funny in the movie, but when it comes to your portfolio, not so much. Here’s the thing: too many people make the same mistakes in their...
