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Maximizing Investments

Should I Only Invest in U.S. Large Growth Companies? Part 2: The Value of Not Neglecting Value Stocks

As we discussed in Part 1 of this post, we at PFS advocate holding diverse stock portfolios—including growth and value […]

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Should I Only Invest in U.S. Large Growth Companies? Part 1: Betting on the Davids, Not Just the Goliaths

As any long-time client of PFS could hopefully tell you, we advocate holding diverse stock portfolios—including growth and value stocks, […]

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How to Improve Your Finances in Your Spare Time: A Coronavirus Checklist

Over the past couple months, we’ve written blog posts on a number of coronavirus-related topics, including ones targeted at those […]

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The Market Just Dropped 20 Percent (or More): What Should I Do?

Well, it’s been a bumpy ride.  Actually, not even as bumpy as we’d like.  More like a free-fall on some […]

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Why Build Up a Roth Portfolio and How Best To Do It

In our last post, we discussed how the SECURE Act, which Congress passed in late December, changed a key rule on […]

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To Enjoy Market Growth, Buckle Up for Market Volatility

At PFS, when we create financial plans for our clients, we make assumptions for the average annual investment returns that […]

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