invest

Advantages of a 529 Plan in 2021

2023-05-11T15:32:29-04:00April 26th, 2021|Blog, Financial Planning, Investments|

Advantages of a 529 Plan in 2021 By: Stacey Nickens The education landscape has changed significantly in the past decade, especially during the past year. Students have greater technological needs, especially with many students moving to a remote learning environment. Many families and students have to take on debt to cover educational expenses, and [...]

Caring for Your Financial Garden

2023-05-11T15:32:37-04:00April 19th, 2021|Blog, Financial Planning|

Caring for Your Financial Garden By: Stacey Nickens To me, freshly-grown flowers fill me with so much hope. As Audrey Hepburn once said, "To plant a garden is to believe in tomorrow." Each Spring, I reserve my spots at the community garden. I pick out what seeds I will plant, and then I carefully [...]

Investing in the Stay-At-Home Economy

2023-05-11T15:33:28-04:00April 9th, 2021|Blog, Investments|

Investing in the Stay-At-Home Economy By: Stacey Nickens If you've ever been a parent or babysitter, you have likely dreaded the moment your little one complained, "I'm bored!" Yet lockdowns and quarantines may have had you muttering this same phrase to yourself during the past year. With restaurants closed at different periods of time, [...]

Investments That Could Benefit From Biden’s Infrastructure Plan

2023-05-11T15:33:36-04:00April 5th, 2021|Blog, Investments|

Investments That Could Benefit From Biden's Infrastructure Plan By: Stacey Nickens Last week, President Joe Biden revealed his American Jobs Plan. This plan would invest over $2 trillion into American infrastructure projects, including improving highways and modernizing state and federal facilities, amongst other goals. While the plan still needs to pass Congress, many analysts [...]

Positions I’m Watching: PayPal

2023-05-11T15:37:03-04:00February 19th, 2021|Blog, Investments|

Positions I'm Watching: PayPal By: Stacey Nickens Due to the pandemic, more people are shopping online rather than in store. As a result, the online payment industry has seen a big increase in demand. The online payment platform, PayPal, has accordingly benefited, and its stock has grown over 50% during the past three months. [...]

Romantic Investment Opportunities for Valentine’s Day

2023-05-11T15:38:02-04:00February 4th, 2021|Blog, Investments|

Romantic Investment Opportunities for Valentine's Day By: Stacey Nickens Talking about stocks and bonds may not sound like the most romantic dinner conversation. Couples often fight over money and finances, so why would you want to mix investment decisions with your Valentine's Day plans? However, I have seen many individuals lovingly gift investments to [...]

I’m nervous about the market’s performance this week. What should I do?

2023-05-11T15:38:13-04:00January 29th, 2021|Blog, Investments|

I'm nervous about the market's performance this week. What should I do? By: Stacey Nickens Watching the stock market this week felt a little bit like sitting in the middle of a casino. There was so much noise and flashing lights, it was hard to figure out what was actually going on. Where was [...]

Financial Lessons We Can Learn From 2020

2023-05-11T15:39:01-04:00January 8th, 2021|Blog, Financial Planning|

Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always [...]

3 Common Investing Mistakes and How to Avoid Them

2020-12-18T14:30:47-05:00December 11th, 2020|Blog|

3 Common Investing Mistakes and How to Avoid Them By: Stacey Nickens We all know the old truism, "Learn from your mistakes." However, learning from your mistakes is not as easy as it sounds. Sometimes we are not able to identify the specific mistake that we made. Or we are unsure how to fix or [...]

5 Vaccine Distribution Investment Opportunities

2020-12-07T15:45:16-05:00December 7th, 2020|Blog|

5 Vaccine Distribution Investment Opportunities By: Stacey Nickens This past month, Moderna and Pfizer (in partnership with BioNTech) released promising vaccine results. Pfizer and BioNTech said their candidate was 90% effective, and Moderna said their vaccine was 94.5% effective. The companies have since applied for emergency use authorization for their respective vaccines. With vaccine distribution [...]