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Maximizing Financial Success: The 80/20 Rule

Maximizing Financial Success: The 80/20 Rule

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it.   This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest...
Q2 2023: Optimism Grows

Q2 2023: Optimism Grows

Investor confidence grew in the second quarter as most economists delayed the likelihood of a recession into 2024. This optimism led to an expansion in stock gains, driven almost solely by Big Tech. Without the exceptional returns delivered by Apple (AAPL), Microsoft...
Investment Strategy: Investing in Uncertain Times

Investment Strategy: Investing in Uncertain Times

After taking a closer look at interest rates in part 1 and inflation in part 2,  we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?   Big picture, we are continuing to deploy the same core principles...