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Insights

Samantha Grisham | Dec 13, 2024

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Samantha Grisham | Dec 1, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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Samantha Grisham | Nov 22, 2024

What will the new administration do first?

Investments
Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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Samantha Grisham | Nov 8, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Samantha Grisham | Oct 25, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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election statistics
Samantha Grisham | Oct 24, 2024

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
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Samantha Grisham | Oct 11, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Samantha Grisham | Sep 27, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Performance after rate cuts
Samantha Grisham | Sep 26, 2024

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Samantha Grisham | Sep 13, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Samantha Grisham | Sep 1, 2024

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Job Growth
Samantha Grisham | Aug 27, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Masso Torrence

Wealth Management | 401(K) Plan Consulting

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Suite H-160 
Marlton NJ 08053

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  | 800-989-8699

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