Insights
With 35+ years of combined experience, we provide expert financial tips and actionable advice to enhance your financial life.
Thinking About Day Trading? You May Want to Read This First
In the midst of the pandemic, you may have noticed a rather unusual trend: more and more people are jumping into the st…
What Are ETFs? Understanding These Tools and Their Uses in Our Investment Portfolios
If you have a retirement plan, brokerage account, or other type of investment vehicle, you’ve probably at least heard o…
Thinking About Selling Some of Your Stocks? Read This First
You probably know that any investment you make comes with risk. While many people think “risk” has a negative connotati…
Is Now a Good Time to Invest?
Yes, stocks are “on sale” now, and for some investors, now is an ideal time to ramp up their portfolios. But for others…
How to Handle Your Personal Finances During a Crisis
There’s no doubt that the current events unfolding around us are worrying, stressful, and potentially dangerous — both…
What’s the Best Way to Manage an Inheritance or Other Lump Sum of Money?
It’s never easy to lose a family member or loved one. The emotional toll this can take on you is significant. If that p…
The Best Way to Handle Stock Market Ups and Downs: Get Used to Them
Once you get a realistic understanding of what to expect from your investment return, you’re better prepared to face th…
Two Arguments Against Indexing & One Fact
Index investing is a trend on the rise. I have written multiple articles (Why I Believe in Passive Investing and Index…
Lake Road Advisors Announces New Partnership with Vestwell
CORNING, N.Y., Oct. 29, 2018
Lake Road Advisors, a fee-only financial planning firm in Upstate New York, has…