- In finance, the "Moving Day Average" averages the prices of a security over a certain number of days (like 10, 50, or most commonly
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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The Proverbs Guide to Personal Finance: Wisdom for Modern Budgeting
By Matthew Allgood, Principal and CFP®
In today's fast-paced world
Strategies for Navigating Market Volatility in 2024
By Matthew Allgood, Principal and CFP®
As we journey through 2024, the financial
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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- The S&P 500 has surpassed its previous all-time high, and our fully invested models have successfully capitalized on this rally.
- As we
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
- Investment-Grade Aggregate Bonds are still fighting to find their footing in the recovery process. They're hitting a wall that
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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- While most asset classes had significant moves down in 2022 and violent moves up in 2023, private debt was largely uncorrelated to
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
Demystifying Financial Aid: Navigating the Maze for Your College Dream
By Matthew Allgood, Principal and CFP®
February, recognized as
