LISA SEERY

We’ve all heard it before. The old adage sung by Jessie J and Freddie Mercury: “money can’t buy happiness.” Most people would probably say that’s true, that the most valuable things in life – love, real friendship, fulfillment – can’t be achieved through material means. Many use this phrase to make themselves feel better, so they can sleep soundly at night thinking that rich people are all lonely, sad, and desperate for the happiness their money...

It’s that time of year again. When you dredge up your financial records and tax sheets and do your best to figure out a spending plan for the coming year that includes enough money for groceries, rent, and a bit to put away in savings for that emergency rainy day fund. Because things like worldwide pandemics happen, and saving money is the smartest way to ensure you have a bright and prosperous future, right? 

Not quite. You’ve likely been taught from day one that there are...

We already know that women earn less than men, but that’s not the only reason why women shouldn’t be waiting to invest their money. According to data from the Vanguard Center for Investor Research, women often have retirement balances that are half the size of men (source). 

In order to support yourself for however many years you’ll have in retirement (and it will keep increasing as we live longer), investing now in preparation is essential. We may not be able to close...

Do you remember, investing in September?

“Ooo ee ooo, selling in September…”

Most people remember September from the Earth, Wind & Fire song, but when it comes to investing, most people would rather forget it all together. September is considered, by some, the worst month for the stock market because there is so much market volatility.

The History Behind the September Effect

When looking back at trends throughout history, on average September is when the stock market's...