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(317) 373-5023
Zionsville, IN
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Socially Responsible investing – Is it worth it?

April 22, 2015 By Christy Gregory

Several clients have recently asked me about Socially Responsibility Investing (SRI), so I thought I’d share my thoughts.  In case you are in a hurry, the executive summary of my critique is to avoid SRI because it is largely a marketing ploy that creates mutual funds that are expensive, not very diversified, generally perform poorly […]

Filed Under: Investments

Should I Invest in Oil?

January 26, 2015 By Christy Gregory

During the first week of January (2015), the price of oil went below $50 a barrel and I filled up my gas tank in my SUV for less than $30! As a result, several people asked me if it is time to invest in oil. There is currently a lot of talk about declining oil […]

Filed Under: Investments

Planning for Next Year

December 31, 2014 By Christy Gregory

The beginning of the year is one of my favorite times of the year. It is a time for reflecting on the past year and thinking of goals for the next year. As you are contemplating potential financial goals for the year, I thought I’d share some things I’ve learned when it comes to money. […]

Filed Under: Financial Planning

Diversification: The Broccoli of Investing

November 25, 2014 By Christy Gregory

Diversification is like the broccoli of investing. You know that diversifying your holdings and eating broccoli are the prudent long-term things to do… but sometimes both are hard to consistently do. Even though broccoli is not the yummiest food, I make myself eat it. I also diversify my portfolio because both things are good for […]

Filed Under: Investment Education, Investments

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