investment

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, [...]

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 [...]

Should I invest in mutual funds in retirement?

2023-05-11T15:38:29-04:00January 18th, 2021|Blog, Investments, Retirement|

Should I invest in mutual funds in retirement? By: Stacey Nickens Mutual funds are very common investment vehicles inside of pensions, 401(k)s, and other savings accounts. People often choose mutual funds because they allow individuals to invest in hundreds of companies at once, reducing their investment risks through diversification. However, as you move into [...]

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 [...]

5 Steps for Understanding Your Retirement Spending Needs

2020-12-17T16:55:55-05:00December 4th, 2020|Blog|

5 Steps for Understanding Your Retirement Spending Needs By: Stacey Nickens Many of my clients list their primary savings goal as saving for retirement. However, this goal can feel general and amorphous. It can be helpful to better understand your specific spending needs in retirement and save for those needs. Moreover, planning for retirement goes [...]

Positions I’m Watching: Industrial REITs

2020-11-16T16:51:15-05:00November 16th, 2020|Blog|

Positions I'm Watching: Industrial REITs  By: Stacey Nickens Last week, Pfizer announced that their vaccine was 90% effective when tested on a small group of individuals. This news pushed the market away from growth equities towards value stocks. The move came as investors began to have hope that the pandemic's hardest-hit industries, such as airlines [...]