10 Important Questions to Ask a Financial Advisor
Choosing a financial advisor is much like interviewing for a job, except you make the final hiring decision. Not all financial advisors offer the same services, so it takes work …
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Your Guide to Index Funds vs. Real Estate
Stocks and property are two of the most common asset classes filling the portfolios of savers and retirees. Index funds allow investors to profit from the stock price appreciation of …
What Is Dividend Growth Investment and How Does it Work?
When it comes to investing in stocks, the companies with rapid growth and share price appreciation often steal the headlines. Of course, there’s a good reason for this – who …
How to Get Started Investing as a Beginner
An old Chinese proverb goes, ‘the best time to plant a tree was 20 years ago. The second best time is today.’ The wisdom behind the quote is that while …
Should Your Business Invest in Cybersecurity?
Having an online presence is crucial for small business owners. In a world where every consumer has a sophisticated computer sitting right in their pocket, a company without a footprint …
Your Guide to Exchange-Traded Funds
Exchange-traded funds (ETFs) have been around for nearly 30 years, but the idea behind them goes back even further. ETFs take the phrase, “don’t put all your eggs in one …
Investment Advisor vs. Financial Advisor: What’s the Difference?
At Good Life Financial Advisors of Mt. Pleasant, one commonly asked question we hear is, “What’s the difference between an investment advisor vs. financial advisor?” Although they may sound like …
One-Time IRA to HSA Rollover Transfer: Understanding Your Options
Individual Retirement Accounts (IRAs) are the primary retirement saving vehicle for those without access to 401(k) plans through employers. Traditional IRAs provide an upfront benefit as contributions are tax-deductible; Roth …
How to Choose Investments for Seniors
Risk-taking might be fine for the younger investing crowd, but it’s often anathema for seniors and retirees. Why? Because young folks still have plenty of human capital left. When you’re …
Fintech Trends to Watch in 2022
Many of the hottest fintech stocks from 2021 had their valuations cut in half (or worse) as the Federal Reserve relented on easy money policies to curb inflation. While rising rates usually aren’t a good sign for growth-oriented tech companies, this could be an opportunity to separate some true innovators from those that simply benefitted from cheap capital. Here are four trends to keep an eye on in 2022.