Every few weeks we compile a list of articles and books which we believe would be helpful to investors who want to make wise, informed decisions. All of these are relevant to current events  or the long-term financial planning methodology that we here at Creekmur Wealth practice with our clients every single day.

If you have any questions you can reach out to our team via email or by scheduling a call using the link below. With that in mind, lets dive in!

Today we’re taking a look at the important topic of Risk in your investment portfolio. What do you need to know about investment risk?  How can you be sure that you have the right amount of risk in your portfolio?

Frothy, Bubbly, Foamy. . . and we're not talking about cappuccino!

Markets are going CRAZY - should I invest?

Cut through the noise with our Financial News Breakdown

Social Media - Whether you hate it or use it daily - it can tell us a lot about the companies we are watching now.

Critical Topics

Financial & Economic Items We're Tracking Now!

Of course, no single investor ever knows with absolute certainty where markets and the economy are heading, but learning how to analyze various information points is critical to long-term success as an investor. In this week’s flash briefing we will dive into the top four items we are tracking in an effort to further provide clarity to where markets and the economy may be heading.

3 Lessons Learned from a Crazy Year!

As I was watching fireworks over the weekend, I got to thinking about how much we have already experienced so far in 2020. The list of events is truly incredibly to review, in part because many of these events would have been massive in any random year and I had almost forgot that some of these things had even happened (here is a complete list of the items that occurred through just April!):

How to Navigate your Employer Sponsored Retirement plan

"My employer provides a Retirement Plan (401(k), 403(b), 457, SIMPLE IRA, etc.), but I don't understand it at all!"