September 18, 2019

In my last installment I started getting into the details of investment vehicles with a focus on stocks. With this installment the focus shifts to bonds and the fixed income category. When constructing a portfolio it is best to have a mix of different asset classes including bonds so it is important to understand what value they provide to your overall in...

June 27, 2019

So why would someone want to buy stocks? Well, the simple reason is that stocks historically offer a very good return on your investment. Now, when I am referring to ‘stocks’ that means in terms of the market like I discussed last installment. Since 1926 the S&P 500 has averaged roughly a 10% annual return. This is a higher annual return than almost any o...

June 10, 2019

In this latest installment of my Financial Planning 101 series I am moving onto the topic of investing. The last installment found here wrapped up my coverage

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