World events that impacted this year.
"Those who fail to learn from history are destined to repeat it."
Winston Churchill
"Those who fail to learn from history are destined to repeat it."
Winston Churchill
Topics: Investing, Investments
Oftentimes when we meet with clients there are a few common questions or topics that tend to come up regularly - things that seem to be on the minds of many of our clients. Usually, it has to do with some event or circumstance that is relevant at the time. In 2022, that question has revolved around the idea of “should I change the level of risk in my investments considering what is happening in the market.”
Topics: Tolerating Risk with Investments, Financial Planning, Investments, Investments and risk, market risks, Investment Advisor, Certified Financial Planner, CFP
Over several decades of working with people from all walks of life we have witnessed first hand that
Topics: Financial Planning, Investing, Investment Portfolio, Investments, market volatility
It's impossible to predict when the market will drop or how far it will fall. With this in mind, investors should take steps to position their portfolios against potential risk during times of growth.
Topics: Investing, Investments, Investments and risk, emotions in investing
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!
Topics: News, Financial Planning, Investing, Investment Portfolio, Investments
One of the biggest issues that new investors run into is developing an easy-to-repeat, long-term investing strategy. Below I'm going to discuss three steps you can use to help develop your investing strategy. By having a set strategy every investor is better prepared to weather the inevitable volatility of the market.
Topics: Financial Planning, Goals, Investing, Investment Portfolio, Investments
Topics: Financial Planning, Investments, market volatility, Planning, Stock Market
Topics: Financial Planning, Investments, Planning, saving and investing
Topics: Financial Planning, Investments, Planning, saving and investing
Social Media - Whether you hate it or use it daily - it can tell us a lot about the companies we are watching now.
Topics: Financial Planning, Investments, Planning, saving and investing
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