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Investing 101: Understanding Stocks Through Positioning

By Natalie Hayes Schmook, MBA, CFP, CVA When I talk about the stock market, eyes sometimes quickly glaze over because investment professionals tend to use...

Is Your Portfolio on Track for Retirement? Use the 4% Rule

By Natalie Hayes Schmook, MBA, CFP, CVA The number one question I get regarding saving for retirement is: How much is enough? As a financial advisor,...

Tick Tock: Retirement Doesn’t Look Too Distant

More than a quarter of the respondents to a July 2021 Women In Optometry Pop-up Poll said that the COVID-19 pandemic has accelerated their...
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