Blog categorized as Investing

7 Reasons to Stop DIY Investing and Hire a Financial Advisor

10/12/2022 05:51 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Reasons to Stop DIY Investing and Hire a Financial Advisor
If you've been a DIY investor, here are some signs it may be time to take the next step in your investing journey by hiring a professional.

Financial Market Basics

10/10/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Market Basics
You know you should be investing in the market, but did you know that there are different types of financial markets? Read on to learn more.

The 11 Best Quotes About Investing

06/08/2022 10:10 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The 11 Best Quotes About Investing
Want to learn more about investing, money, and finance? These 11 famous quotes should help! Explore the quotes and the meaning behind each one.

Risk Management: Asset Allocation

06/01/2022 05:00 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Risk Management: Asset Allocation
What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.

5 Books for the Athlete-Turned-Investor

05/09/2022 08:13 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Books for the Athlete-Turned-Investor
There are many lessons learned as an athlete that translate to the world of investing. These books are perfect for readers passionate about both sports and finance.

Think ESG Investing This Earth Day

04/21/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Think ESG Investing This Earth Day
This year, celebrate Earth Day by looking at your portfolio and determining if ESG investing is suitable for you and your values.

5 Things Business Owners Should Know About SEP IRAs

01/21/2022 08:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things Business Owners Should Know About SEP IRAs
Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

The Pros and Cons of Early Retirement Plan Rollovers

12/13/2021 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

What Is the Difference between SRI and ESG Investing?

11/19/2021 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is the Difference between SRI and ESG Investing?
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.
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