Retegy Blog
Take control of your finances with our expert advice and guidance on personal financial planning,
covering everything from budgeting and saving to investing and retirement.
Investment Management
Build a secure financial future for yourself and your family with our comprehensive resources
on personal financial planning, including tips, tools, and strategies for achieving your financial goals.

Making Investment Decisions
Are your choices based on evidence or emotion?
When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware of.

Translating Stock Market Jargon
Have you ever been confused by the jargon used on Wall Street? Allow me to translate some esoteric stock market terms into plain English.
Have you ever been confused by the jargon used on Wall Street? Allow me to translate some esoteric stock market terms into plain English.

Should You Care What the Financial Markets Do Each Day?
Focusing on Your Strategy During Turbulent Times.
Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

Unrealized Loss and Gain
What they are; why they matter.
For many investors, it can be tempting to think of one's portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also need to know about “unrealized gains,” “unrealized losses,” and how they can work to your advantage.