Insights

When planning for your long-term financial goals such as retirement, don’t let short-term market volatility distract you from the benefits of long-term investing. The Power of Compounding Being in the market, while assuming risk, means that your investment benefits from compounding growth when your investment’s earnings are...

Eric Croak, CFP®, founder, and president of Croak Capital joined Forbes’ 2024 Top Next-Gen Wealth Advisors list as a financially innovative provider of wealth management services. Eric is a Certified Financial Planner™, who has been in the financial industry for several years, and provides personalized financial services to high net...

Have you ever held on to a failing investment for way too long, hoping for it to “bounce back” to its original purchase price? Did you have a sense of attachment to your investment based on the time and money you had expended?  Don’t worry, it’s not your fault. Here […]...

In the constantly evolving landscape of investment management, a new paradigm is quietly revolutionizing the way individuals, financial advisors, institutions, and foundations approach wealth creation and preservation. This shift moves away from the traditional buy-and-hold strategy, ushering in a new era that embraces active investing...

Conducting a yearly financial exam can be as valuable as the wellness check-ups we diligently schedule with our doctors. It’s a proactive method that safeguards the long-term health and vitality of your financial assets. For non-profit organizations, this endeavor is even more critical, as the stewardship of funds affects your...