Tech and the S&P 500

The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

What is the Homestead Tax Exemption

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

What you can do in 2025 to take control of your financial life

The new year can fill you with a sense of hope and expectation.  There are new goals to reach and new challenges to tackle.  Something...

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

Insured to Value

A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...

Additional Types of Insurance for Families and Individuals to Consider

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

What are Annuities?

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!”   It's not a common phrase...

New Thoughts on Term Life Insurance

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

What is the Efficient Market Hypothesis?

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...