What does it take to become a successful investor?  Part 2 of 3

by Ryan Stille | Apr 14, 2020 | Financial Planning, Investments

In the last post, we listed ideal behavioral traits for what it takes to become a successful investor.  Each trading day we are inundated with information (not necessarily knowledge) on how markets are performing.  The daily message is different although the theme...

What does it take to become a successful investor? Part 1 of 3

by Ryan Stille | Apr 9, 2020 | Financial Planning, Investments

So, what does it take to become a successful investor?  Big income, advanced degrees, studying financial literature, or trading your way to larger account values?  Turn on the tv, radio or check your news feed and it’s easy to be influenced into thinking that this is...

How Equities Support Your Plan

by Ryan Stille | Apr 7, 2020 | Financial Planning, Investments, Savings

We’ve covered the need for cash as part of your plan and providing your accounts a job description. Cash reserves and short term purchases should be accounted for before investing in equities.  So what are equities? Equities are companies run by really smart women and...

Why Cash Matters in Your Plan?

by Ryan Stille | Apr 2, 2020 | Financial Planning, Investments, Retirement, Savings, Taxes

In our previous posts, we’ve discussed the value of giving your dollars a job description, thinking about timing and first use, and the difference between risk and volatility.  Currently, we’re witnessing extreme volatility and price movements in equity investments. ...

Understanding Risk & Volatility in Your Planning

by Ryan Stille | Apr 1, 2020 | Financial Planning, Investments, Market, Retirement

As we discussed last time, purchasing power (and the ability for your money to keep pace with a rising cost of life) is truly at the heart of strategic planning for yourself and your family.  I discussed the difficulties that target date funds present (by design) by...

Purchasing Power 2.0

by Ryan Stille | Mar 31, 2020 | Financial Planning, Investments, Large Purchases

As we covered earlier, we know life will be increasingly expensive, not only as we get closer to our retirement but as we continue through retirement as well.  In order to retire successfully and stay successfully retired, you must consider your investment choices. ...