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Blog

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Charlie Shipman | Jul 15, 2021

How to Choose the Right Investment Advisor

Finance
FINRA Reviewed
Investments
With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools, once only available to
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Charlie Shipman | Jul 13, 2021

Planning for the Long, Long Term

Finance
Retirement
Most people looking to implement a financial plan are making decisions with the long term in mind. While what long term means tends to vary depending on factors
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Charlie Shipman | Jul 8, 2021

Why Women Make Better Investors than Men

Finance
Investments
When it comes to admitting that women are better at certain things, men have a difficult time conceding any degree of supremacy.
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Charlie Shipman | Jul 6, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Charlie Shipman | Jul 1, 2021

Investors Beware: The Media Noise can be Deafening

Finance
Investments
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than
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Charlie Shipman | Jun 29, 2021

Investors: Beware of the Herd

Finance
Investments
If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of wildebeest moving across the plains of
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Charlie Shipman | Jun 24, 2021

The Value of Dollar Cost Averaging

Finance
Investments
It has been argued that the best way to invest in the stock market is with a lump sum of capital that can be properly diversified across several asset classes
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Charlie Shipman | Jun 22, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Charlie Shipman | Jun 17, 2021

Zeroing in on Mutual Fund Expenses

Finance
Investments
Premium
As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the
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Charlie Shipman | Jun 15, 2021

Put Courage in Your Investment Strategy

Finance
Investments
Warren Buffet has made no secret of his successful investing strategy. "Buy into fear" he says, "Buy when everyone else is selling". For most, average investors
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Charlie Shipman | Jun 10, 2021

Should You Take Early Social Security Retirement Benefits?

Finance
Retirement
Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be
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Charlie Shipman | Jun 8, 2021

Is it Time again for Tax-Free Bonds?

Finance
Investments
Tax Planning
Over the past few years, municipal bonds may have fallen out of favor due to the fact that, until recently, the returns in the stock and bond markets were
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