Socially Responsible Investing
Often investing focuses mainly on profits and returns. However, return doesn’t just have to be about the amount of money you earn, it can be about making a difference in the world you live in. …
Read More
Bitcoin, Blockchain and Cryptocurrency
Let’s start with a basic explanation of what Bitcoin is. Bitcoin is a form of cryptocurrency just like the U.S. Dollar is a form of traditional currency. Theoretically, you can use cryptocurrency (crypto) to buy…
MWM | Q2 Recap and Commentary
The spring months for financial markets were marked with new all-time highs, increased volatility and plenty of geo-political tension. In April, the S&P 500 reached an all-time closing high, while in May many investors were…
MWM | June Commentary
What a long, strange trip it’s been. 2019 started out with strong growth as the market jumped in January to an 8% growth rate and continued its rise through February, but a detour emerged in…
MWM | May 2019 Commentary
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” -Paul Samuelson
Annual Document Shredding Event
Please join Means Wealth Management and its shredding on site partner, Records Management, on Saturday, June 1st, for our annual document shredding event. Bring your old, unwanted financial documents, junk mail, receipts, etc., to be…
1st Quarter 2019 Review
Thankfully, the financial markets rebounded in a strong way from the dismal end to 2018. If we had to summarize the year-to-date market performance in a sentence, it would be this: markets rebounded strongly from…
How are Roth and Traditional IRA’s different?
Coke vs Pepsi, Mayonnaise vs Miracle Whip, Twizzlers vs Red Vines – some conversations will go on until the end of time (though the first item listed in each pair is clearly the superior option).…
Should You Choose A Fixed Or Variable?
Tip: Common Indexes. The most common indexes to which the interest on adjustable-rate mortgages is pegged are the 1-Year Constant Maturity Treasury Index, the Cost of Funds Index (COFI), and the London Interbank Offered Rate Index…
Lots Of Variables With Fixed-Rate Mortgages
Tip: Payment Practices. Depending on the loan, a home buyer who chooses a 30-year mortgage may have the option to make extra payments. In a sense, this enables the borrower to treat the long-term loan like…