Posts by Dave Much

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…

Income and Estate Planning for Retirement. Managing Investments at retirement. Planning for Long Term Care.

We are pleased to offer this exclusive webinar due to our relationship with bestselling author David Bach. His book “Smart Women Finish Rich” has sold over 1 million books worldwide…

 “You don’t stop laughing when you grow old, you grow old when you stop laughing.”   ~George Bernard Shaw While some people accept getting older as a natural part of…

Serving as a caregiver for a loved one can be a wonderful thing. It often allows ill or disabled individuals to remain in their own home, surrounded by familiar surroundings.…

For many of us, retirement means living on a fixed income, and that often means making a budget and watching expenses. One way to help stay on budget is to…