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Debunking Investing Myths

Every investor has heard at least one “rule of thumb” that sounds too simple—or too ominous—to be true. Some of these “tried and tested” maxims come from decades of market folklore; others are simply repeated so often they start to feel like fact. In this post, we’ll debunk six common investing myths using historical data and a long-term perspective.

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Maximizing Your Cleveland Clinic Retirement Benefits: What You Need to Know

Working at Cleveland Clinic comes with a variety of financial perks—chief among them are the retirement plans that can help you build long-term wealth. Understanding how to leverage each plan fully can feel overwhelming. Below, we break down the key features of the 401(a), 403(b), and 457(b) plans, plus the Equity Accumulation (EA) program. We’ll also explain how to implement a “mega backdoor Roth” strategy within the 403(b), so you can take your retirement savings to the next level.

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Q1 2025 Market Commentary

Historically, attempting to time markets and chase the latest winners has proven to be a poor investment strategy.  While some investors can be captivated by recent return trends, it’s critical to understand how your investments are working together to achieve your financial goals.  Constructing an investment allocation that fits with your unique financial plan reduces the temptation to chase shiny objects.