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Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging
Blog
Walter Wisniewski, CFP®

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

THIS ARTICLE ORIGINALLY APPEARED ON DIMENSIONAL.COM. PLEASE CLICK HERE TO READ THE ORIGINAL ARTICLE.  Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested upfront, DCA spreads out investment contributions using installments over time. The appeal of DCA is the perception that it helps

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Bulls, Bears, and Long-Term Benefits of Stock Investing
Blog
Walter Wisniewski, CFP®

Bulls, Bears, and Long-Term Benefits of Stock Investing

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets or a fall of at least 20% from a previous peak. The declines ranged from —21% to —80% across an average length of

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Are You Ready to Upsize?
Blog
Walter Wisniewski, CFP®

Are You Ready to Upsize?

Five Considerations Before You Purchase a Larger Home A lot has been written and discussed over the years about the benefits of downsizing your home when you reach a certain point in your life, typically retirement or when your grown children move out. However, there are many people in a different phase who are currently facing the exact opposite scenario

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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