by Matt Hudak, AAMS®, CFP® | Oct 2, 2019 | Co|Create Resources
Major market indices (S&P 500, Dow Jones Industrial Index, et al) have declined today, and have done so in a way that will make headlines. What do we really need to know? How should we react? The “Technical” Picture The chart at the top of the page...
by Matt Hudak, AAMS®, CFP® | Sep 26, 2019 | Co|Create Resources
Applying for a Mortgage is the Perfect Time to Reevaluate Your Financial Plan Like going to the doctor for your regular check-ups, it’s important to keep your finger on the pulse of your financial plan. Usually this happens in conversations with your Financial...
by Matt Hudak, AAMS®, CFP® | Jul 26, 2019 | Co|Create Resources
July is the season when economists and investment advisors reflect upon the first half of the year and give ink to their thoughts about the year to come. These are some of my mid-year musings, which will guide portfolios, investment decisions, and conversations over...
by Matt Hudak, AAMS®, CFP® | Jun 7, 2019 | Co|Create Resources
Understanding your mutual fund costs begins with understanding the underlying mechanics of your investment. In almost all circumstances, you own individual companies, loans (bonds) made to individuals, business and governments, and sometimes a few alternative...
by Matt Hudak, AAMS®, CFP® | Jun 5, 2019 | Co|Create Resources
I believe every one of us is searching for significance and satisfaction in life. My work as a financial advisor has put me in contact with a lot of different people at differing levels of wealth and poverty, and I’ve become convinced of a simple truth: Success,...
