Investing

When markets are up, it’s easy to forget risk. When markets are down, it’s easy to forget patience. Diversification is what keeps you steady in both. Let's break down the main building blocks of a diversified portfolio and how they fit together.

Changing jobs often means leaving an old 401(k) behind. What should you do with it? In this video, Nick explains the main options — from leaving it where it is, to rolling it into an IRA, to moving it to your new employer plan. Each path has pros and cons, and the best choice depends on your goals, costs, and flexibility.

Should you pay off your mortgage early or invest instead? It’s one of the most common financial questions families face. In this video, we break down the pros and cons of each path, from the peace of mind that comes with being debt-free to the potential long-term growth of investing. You’ll learn how to weigh interest rates, risk tolerance, and personal goals so you can make a choice that truly fits your life.

In this video, Nick breaks down 3 key options to save for your kids' future...including a deep dive into the 529 plan. We'll cover how a 529 plan works, how to get started with one, and why starting early can make all the difference.

Market downturns are a normal part of investing — but that doesn’t mean they’re easy. In this video, Nick George shares 6 practical things you can control when the market gets messy. From Roth conversions to rebalancing, tax strategies, and even taking a walk — here’s how we can stay focused when everyone else panics.

As a financial planner, one of the most common questions I receive is, "Is now a good time to invest?"