Why You Should Ask Your Financial Professional About Fees

September 19, 2024

As a financial professional, I’m encouraging people to get gutsy and ask themselves and their financial professionals a question they probably haven’t asked before: How much am I paying in...

Sound Advice for New Investors

August 21, 2024

It’s easier than ever to become an investor, thanks to lowered costs and increased access to the market. These developments are great, but I like to remind new investors: you’re...

Seven Ways to Help Kids Learn About Money

July 17, 2024

It’s up to each of us to make sure we give our kids the knowledge of personal finance that they need. Fortunately, there are common-sense ways to pass along good...

Investing in Volatile Markets

June 20, 2024

Periods of volatility can be a wake-up call for investors to make sure their portfolio is adequately diversified based on individual goals and risk tolerance. Navigating through rocky markets can...

Three Spring Cleaning Financial Steps

May 15, 2024

Resolution 1: Create a budget for life When it comes to finances, life can be viewed as cash flowing in—and out. Saving and investing during your working years, if you...

Three Hidden Tax Mistakes to Avoid

April 18, 2024

Here are three tax-planning missteps I often see clients make—and how you can avoid them in your own financial life. 1. Having too much tax withheld from your paycheck: According...

ETF or Mutual Fund: What’s Best for You?

March 21, 2024

Investors looking for diversification often turn to the world of funds. Actively managed mutual funds, index mutual funds, and exchange-traded funds (ETFs) can provide broad, diversified exposure to an asset...

don daigle

Why You Should Ask Your Financial Professional About Fees

Sound Advice for New Investors

Seven Ways to Help Kids Learn About Money

Investing in Volatile Markets

Three Spring Cleaning Financial Steps

Three Hidden Tax Mistakes to Avoid

ETF or Mutual Fund: What’s Best for You?

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