From my desk…
… with love,
~Sarah
Plan To Change
It seems like forever since I last posted. It’s been a busy few weeks between adding a new puppy to our family, traveling down to visit my step-daughter at college, a few home improvements, and one late-season summer vacation. We're back and I'm working on some new...
Involve Your Kids With Back To School Shopping
I can’t believe it, but school is already back in session for some and will be soon for the rest. This means it is time to stock up on those schools supplies: pencils, notebooks, backpacks, lunch boxes, and all of the other essentials. Kids usually have an opinion...
Too Much of A Good Thing?
Remember the scenes in Forest Gump where Bubba is listing all of the ways you can prepare shrimp? Sometimes I feel like that when I’m describing all the mutual fund options out there. You have large-cap value, large-cap growth, small-cap, mid-cap, international,...
The Cupcake Wheel
One of my favorite games at my hometown’s fair is the “Cupcake Wheel”. For a quarter you can buy a square on the board. They spin a big wheel with corresponding numbers on it and if the wheel ends on your number you win a box of homemade cupcakes! I remember one...
Size Matters! (Especially when it comes to investing.)
Large, Mid, Small… Are we still talking about investments? As if investment terms weren’t seemingly complicated enough, we throw in terms like: large-cap, mid-cap and small-cap. You may even hear micro-cap and nano-cap sprinkled in there. Really though, these...
The Big 3 – Stocks, Bonds, and Cash
In my last post I talked about some of the general risks associated with saving and investing. Today I want to talk about the three core types of investments (stocks, bonds and cash), called asset classes. There are other asset classes such as real assets (land,...
Understanding the Risks of Investing
“With great risk comes great reward.” So the saying goes. While we might be willing to take big risks in life and in business for great reward, we seldom have the same willingness when it comes to our money. When it comes to saving and investing we tend to want as...
Time + Interest = A BIG Difference in Your Return!
When you invest your money, you are saving it with an expectation of a return. The return you receive can have a significant impact on your savings, especially over time. For example, if you earn a rate of return of 3% on a $10,000 investment over 40 years, you will...
Let’s Talk Investing
Now you either read that title and thought, “Ooh! Maybe this will have some new great investment idea!” Or you read that and immediately groaned inside and thought, “Pass”. If you just groaned, WAIT! STOP! SERIOUSLY READ THIS!! This blog series is...
