Educate, Encourage, Empower

Annuities 101: Understanding the Misconceptions

August 8, 2019

Annuities can be some of the more complex and misunderstood financial products out there. Just start typing the word “annuity” into your search bar and look at the 33 million articles it presents....

Creekmur Investing 301: Case Study

August 6, 2019

Now that we have gone over how Creekmur Wealth Advisors approaches, analyzes, and acts on investing, let’s put it all together. In this part, we will examine an individual case study; we will look...

Creekmur Investing 203: Investing Actions

August 1, 2019

Now that you’ve had a glimpse at our process for bringing in new investments, it is time to look at a more continuous investing responsibility of our firm: managing our current portfolios. This...

Creekmur Investing 202: Tools for Analysis

July 30, 2019

How an individual or advisor conducts an analysis for a potential investment is one of the largest contributors to the long-term success of that particular investment. If someone has a well...

Creekmur Investing 201: Investing Schools of Thought

July 25, 2019

In this next section of our investing series, we will be examining the philosophy side of investing. There are essentially two schools of thought: fundamental and technical. These two approaches...

Creekmur Investing 101

July 23, 2019

In this series, Creekmur Wealth wants to give you a better understanding of how we go about investing for our clients: what our thought process is, what tools we use, and, what our options are for...

The Problem of Money Paralysis

July 16, 2019

Not making a move may not always be the best move to make.

A decision not made may have financial consequences. Sometimes, we fall prey to a kind of money paralysis, in which financial...

The Cost of Procrastination

July 9, 2019

Don't let procrastination keep you from pursuing your financial goals.


Do Your Investments Match Your Risk Tolerance

July 2, 2019

When was the last time you looked at the content of your portfolio?

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset...

Your Financial Co-Pilot

June 25, 2019

If anything happens to you, your family has someone to consult.

If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions, and spouses...

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