How to Combat Investment FOMO: Stay Focused on Your Investing Goals

A famous investor once said to be greedy when others are fearful, and fearful when others are greedy. To that, you might ask, “But Mr. Warren Buffet, what about feeling the fear of missing out (a.k.a. FOMO)?” You aren’t alone if news around major stock surges (ahem, Gamestop) made you feel financially out of the […]


Types of Investing: The Inspiration You Need to Get Started

From far away, the road to financial wellness might look steep, winding, or cluttered with roadblocks. But the truth is, it doesn’t have to be as bumpy a ride as it first appears. In fact, the key to taking control of the financial steering wheel is in your hands — you just have to grab […]


Taking Stock: 3 Steps to Start Investing

Whether you’re looking to expand your portfolio with new stock picks or you’re an investing novice ready to dive into the world of trading, it can be difficult to know where to start when it comes to picking stocks. There are thousands of stocks to choose from, so how do you narrow it down? Lindsey […]


Five Basic Principles of Investing

If you’re feeling a little lost on your investing journey right now, you’re not alone. Stocks are making record highs, yet we’re still stuck in a global pandemic and feelings seem to overpower logic. Investing in a normal environment can be a daunting experience, so it’s understandable if you’re a little overwhelmed now. The noise […]


How to Build an Investment Portfolio That Fits Your Style

While the runways of New York Fashion Week may feel far away from Wall Street, the way you view your investments could be similar to how you think about your clothing. From trendy tops to staple sweaters, numerous pieces of clothing come together to make up your wardrobe — not unlike the way multiple different […]


2021 Outlook: The Roaring ’20s?

We don’t know about you, but we are looking forward to what 2021 has to offer. It’s bound to be a better year for humanity. For one, COVID vaccines are going into arms as you read this. While the general population may have to wait a while longer for a shot, it’s looking good that many people will get one this year. […]


Why Having a Diversified Portfolio Is Important

They say you shouldn’t put all your eggs in one basket, but why is that? Well, thinking about the phrase literally, if you dropped your basket, all your eggs would break. But if you split up those eggs among a few different baskets, dropping one won’t affect the eggs in the others. When it comes […]


Supporting Diversity & Inclusion Through ESG Investing

We’re all looking to do more with our money. Often, that has just meant finding ways to stretch our dollars, build our savings accounts, and invest for our future. But what if doing more with your money also meant doing more for the public good? Well, thanks to environmental, social, and governance (ESG) investing, you […]


How to Short a Stock — And What You Should Know Before Doing So

When you invest, you typically buy securities that you expect to rise in price, so that when you’re ready to sell you’ll generate returns. But in a bear market, when stock prices are generally declining, this trading strategy might not be the most effective. That’s when you might bring short selling into play. Read on […]


Q4 2020 Outlook: Riding the Emotional Rollercoaster

What a year 2020 has been! With just three more months left, we’re drinking the pumpkin spice lattes, getting out the Christmas decorations, and preparing to wave goodbye to one of the worst years in memory. But before doing that, we need to prepare for some fourth-quarter market action. Ironically, this rough year hasn’t derailed […]

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