Blog tagged 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 Lessons from Famous Dads

06/16/2022 08:40 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Lessons from Famous Dads
From saving and investing to practicing good money habits, here are some of the best financial lessons from famous fathers.

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.
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