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With insights from Create Wealth Financial Planning

Investing 101: Diversification Thumbnail

Investing 101: Diversification

There is a saying that "Diversification is the only free lunch we get in investing," but what does diversification mean? What is the effect of diversification on your investment portfolio, both positive and negative? How can you achieve diversification, even if you are just starting out with a small amount to invest?

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Investing 101: What is a Stock? Thumbnail

Investing 101: What is a Stock?

Much gets made about investing in the stock market – with good reason! Long-term investing in a wide range of stocks and other investments is one brick on the path to long term success. Buying stock provides a share of ownership, and a stake in the company’s future earnings. Understanding what investment ownership represents is the first step to better, more informed investment decisions.

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Funding your 401k vs. an IRA - Five Questions to Ask Thumbnail

Funding your 401k vs. an IRA - Five Questions to Ask

Many workers have access to both a 401(k) and an IRA and the question comes up “which one should I fund?” While the answer is often nuanced (like everything financial planning) and will not be the same for everyone, understanding some of the basic differences and pros and cons of each account can help you sort it out. Asking yourself these five questions can help you determine where your next dollar of retirement savings should go.

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Is your Investment Policy Statement ready for the next round of market volatility? Thumbnail

Is your Investment Policy Statement ready for the next round of market volatility?

An Investment Policy Statement (IPS) allows you to make investment decisions before markets get volatile. Your IPS helps take the emotion out of investing by establishing clearly defined rules around your portfolio. Checking your IPS regularly and rebalancing back to your targets can help you take advantage of market movements.

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