by Enlighten 567 | Jan 4, 2024 | Retirement Planning
As you begin to anticipate 2023 year-end statements, it will be tempting to focus on how well the markets performed. But especially because of this year’s solid market performance, it would be a safe bet that many investors need to consider rebalancing because they...
by Enlighten 567 | Jan 1, 2024 | Financial Literacy
In the realm of investment moguls, few names reverberate as loudly as Warren Buffett’s. Yet, often overshadowed in the limelight was his esteemed partner and the lesser-known genius, Charlie Munger. Munger – whose passing on November 28, 2023, at the age of 99...
by Enlighten 567 | Dec 26, 2023 | Financial Literacy
The year 2023 has proven to be a rollercoaster of extraordinary events, each leaving an indelible mark on our collective journey. From unexpected natural disasters to unprecedented financial shifts, the twists and turns of this year have demanded adaptability, growth,...
by Enlighten 567 | Dec 20, 2023 | Financial Literacy
The Santa Rally is a phenomenon in financial markets characterized by a surge in stock prices during the last week of December, continuing into the first few days of January. This seasonal upturn often brings cheer to investors, as it has historically boosted market...
by Enlighten 567 | Dec 18, 2023 | 401k, Finance, Financial Literacy, Retirement Planning
Download your very own checklist here! The best time to solve any problem is early – and that applies to your money management, too. Regular maintenance can help you spot concerns before they blossom into bigger problems. Have you taken the time to audit your...
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