Greatvest Tools

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don't tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you.  We understand that you want to invest in a way that's aligned with your goals and values. But you can't do that without a clear understanding of what the financial market is, how it operates, and strategies to approach it. In this four-part series, each piece will provide a more holistic understanding of investing and how it works with your financial plan. Today, we'll be defining and demystifying the market to give you a more comprehensive view of how investing works.  Breaking It Down The first thing to define is what we mean when we talked about "the market." In most news stories and media outlets, it is often referring to the activity of the U.S...

In a time of uncertainty, many of the people we speak with find that making a budge is a powerful step to help improve financial health. Taking the time to create a simple budget helps people figure out how to meet financial goals, and whether any unexpected financial challenges that might come along. Why Budget? Making a budget lets you: 1. Boost confidence: Even the most basic household budget has the ability to increase your confidence since you've taken the first step to get in control of your finances. By paying attention to monthly income and expenses, you have confidence that you can track exactly what's happening each month.  2. Help you meet goals: Looking to get through an unexpected challenge? Getting ready for a big purchase like a car? Anticipating changes in your family situation? Planning out income and expenses helps you meet these financial goals, and others that might come along. In addition, careful budgeting can help take the sting out of expected bills.  3...