Over the next couple of weeks Dylan will be doing a three part investment series covering the topics of the rule of 72, inflation, and compounding interest. These are timeless topics we love to share with our clients and encourage you to share it with anyone you think may benefit from it. Take a look at this video for the first part in the series.
Educational Series
Inflation
Discover the second part of our 3-part series hosted by Dylan, where we dive into inflation—what it is, how it impacts your investments, and your money. Watch the video to learn more!
Compound Interest
The final video in this 3-part series is about the power of compound interest. In this video Dylan shares valuable lessons about how compound interest works and a tool we use to show younger clients the power of saving early and often.
Staying the Course with Your Investments – Part 1: What a Difference a Year Makes
In this week’s episode of Matt’s Minutes, Matt is starting a two-week, two-part series titled “Staying the Course with Your Investments.” In today’s video, Matt shares an interesting visual that shows what a difference a year can make, comparing returns in 2022 compared to 2023. Showing us that the quote “it’s darkest before dawn” holds true in this case. Also enforcing the importance of staying committed to our investments, even during challenging times. Click on the video above to watch the full video.
Staying the Course with Your Investments – Part 2: Stick to the plan
This week is part 2 of our two-part series titled “Staying the Course with Your Investments.” We are discussing a hypothetical scenario with four different investor behaviors. By examining these four different investor behaviors, we can gain valuable insights into the importance of sticking to our investment plan. It can be tempting to make impulsive decisions based on short-term fluctuations, but staying the course is key to long-term success. Click on the video above to watch the full video.