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  • What’s my risk number?
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    • For You
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  • Your Team
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    • WealthVision Video
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Blog

Budgeting Tips for a New Year

By Jordan Arnold|2021-02-05T11:54:37-05:00January 22nd, 2021|Advice|

The Wall Street Journal, in its weekly “Personal Finance” column, recently featured some [...]

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Diversification Remains a Core Investment Tenet

By Graig Stettner|2021-01-19T16:45:38-05:00January 20th, 2021|Advice, Stocks, Strategies|

Diversification proved valuable in 2020. It was a roller-coaster year, to be sure, [...]

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Meet TRINA, TINA’s Sister

By Graig Stettner|2021-01-19T16:45:26-05:00January 11th, 2021|Risk, Stocks|

Meet TRINA, TINA’s sister I might be wrong, but I think it was [...]

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Have You Considered a 2020 Roth Conversion?

By Graig Stettner|2021-01-19T16:45:34-05:00December 4th, 2020|Advice|

Have you Thought About a 2020 Roth IRA Conversion? It’s about time to [...]

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Average Investors

By Graig Stettner|2021-01-19T16:45:47-05:00October 13th, 2020|Advice, Investment management|

Imagine asking a small group of people in Conference Room A of a [...]

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Choosing a Career Path

By Graig Stettner|2021-01-19T16:45:53-05:00September 22nd, 2020|Uncategorized|

Are you unsure about your career path? It’s a lot to expect from [...]

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A Rant About Stock Splits

By Graig Stettner|2020-09-08T10:34:48-04:00September 16th, 2020|Advice, Stocks|

Imagine that you and I decide to go into the lemonade stand business. [...]

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Another Election of a Lifetime…Stay Invested

By Graig Stettner|2020-09-09T16:11:13-04:00September 8th, 2020|Advice, Stocks|

We’ve received a lot of emails and phone calls from folks concerned about [...]

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Wall Street Jargon: Fundamental Analysis

By Graig Stettner|2020-08-24T11:02:14-04:00August 24th, 2020|Wall Street Jargon|

Fundamental analysis involves looking at a company’s fundamentals, things on the financial statements, [...]

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Wall Street Jargon: Wall of Worry

By Graig Stettner|2020-08-19T11:24:59-04:00July 27th, 2020|Wall Street Jargon|

Do a Google search on the phrase “wall of worry,” and you’ll find [...]

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