Posts by Melissa Santas Peterson

Investment Time and Timing
Time, Not Timing, Is the Key to Investing

This year has presented investors with many reasons to reevaluate their investment strategy, or even…

Read More
Financial Goals Aligned to Market Volatility
Aligning Your Financial Plan to Your Goals During Market Volatility

While the market volatility of 2020 has been remarkable, valuations and capital markets assumptions are…

Read More
Managing Your Illiquid Wealth
What About My Business Assets? A Guide to Helping Business Owners Manage Their Illiquid Wealth

Business owners should examine their business from an investment perspective and consider valuation, insurance, estate…

Read More
Investor checking performance of financial portfolio online whilst reviewing investment statement
Five Common Misconceptions about Wealth Management

When it comes to portfolio management, there is no one perfect strategy. Preserving and accumulating…

Read More
A male business man sits a long time earning money from doing business using a calculator for long words.
An Investment Reality Check

Market volatility is alive and well in 2019. Many investors may be tempted to review…

Read More
Dividend Investing Small Payments Can Boost Returns
Dividend Investing: Small Payments Can Boost Returns

Owning shares of stock or stock funds might increase the value of your portfolio in…

Read More
Dont Delay The Potential Benefits of Starting to Save Now
Don’t Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages.…

Read More
How Much Risk Can You Take
How Much Risk Can You Take?

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting…

Read More
Student Loan Debt It Isnt Just for Millennials
Student Loan Debt: It Isn’t Just for Millennials

It's no secret that today's college graduates face record amounts of debt. Approximately 68% of…

Read More
Four Numbers You Need to Know
Four Numbers You Need to Know

When it comes to your finances, you might easily overlook some of the numbers that…

Read More