Blog categorized as Investing

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.

2022 Contribution Limits

11/17/2021 08:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
2022 Contribution Limits
Preparing for retirement got a little more room as the IRS announced new contribution limits for 2022. Here's a look at the new limits.

What Is the Rule of 72? An Introduction For Investors

09/21/2021 11:51 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is the Rule of 72? An Introduction For Investors
Do you really need to put 20% down to buy a house? We've got the answer to this common question plus everything you need to know about mortgages as you begin your house hunt.

What Is a Meme Stock?

09/14/2021 11:37 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is a Meme Stock?
Meme stocks make headlines - but do they make good investments? Before the next hot stock emerges, here's what to know about meme stocks.

Value vs. Growth Investing: Whats the Difference?

08/16/2021 09:58 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Value vs. Growth Investing: Whats the Difference?
The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.

Quarterly Thoughts - Q2 2021

07/14/2021 11:52 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Quarterly Thoughts - Q2 2021
In nearly every market at almost any given time, it seems there are always at least a few gravity-defying trends on the rise, propped up by frothy bursts of popular appeal.
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