A Smattering of Medicare Tripwires, and Some Alphabet Soup

A Smattering of Medicare Tripwires, and Some Alphabet Soup

DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN. -Kendalle Stock, Commonwealth Medicare Advisors I have been working in the insurance business since 1985, assisting clients with many types of insurance and now solely focusing on supporting clients navigate...
To Everything There is a Season – Even the Market

To Everything There is a Season – Even the Market

Market seasonality refers to particular time frames when stocks/sectors/indices/commodities are influenced by recurring themes that produce patterns. Themes and the underlying “triggers” for market seasonality can range from weather events to calendar events...
5 Things to Know about Virginia529’s new Tuition Track Portfolio

5 Things to Know about Virginia529’s new Tuition Track Portfolio

Saving and investing for college has a new option for Virginia residents. It’s called the Tuition Track Portfolio. It is an offering within the Invest529 program and it is Virginia529’s answer to the PrePaid plan that was in effect from the late 90’s to around 2017...
Getting a Grasp on Bonds – and What It Means To Your Investments

Getting a Grasp on Bonds – and What It Means To Your Investments

If you think the stock market is complex, wait until you learn about the bond market. I worked on a bond trading desk on Wall Street and in London for quite a few years. It was fascinating – but in the beginning, extremely overwhelming. Up until that time, I had...
Women & Money: 5 Strategies for Building your Money Mindset Muscle

Women & Money: 5 Strategies for Building your Money Mindset Muscle

Women want to make a positive impact on our communities. Many of us are solid income earners, and give generously to non-profits. And some are natural wealth builders.  But some are not (yet) in the wealth-building mindset. Over the years, having worked...
The Fear & Greed of GameStop

The Fear & Greed of GameStop

Let’s assume that fifteen minutes of vigorous exercise daily adds three years to your life. Being a money manager is that fifteen minutes. In short, investing is a discipline. It’s not fun, or sexy; it can be boring…very boring. It takes a similar...