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(317) 373-5023
Zionsville, IN
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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

The Importance of An Investment Philosophy

November 10, 2011 By Christy Gregory

Many investors find themselves trapped in a perplexing cycle of underperformance and missed expectations from their investments. Choosing your Investment Philosophy is the missing link that can offer long-term peace of mind. Approaching investing without an cohesive Investment Philosophy is like building a house without a blue print. Most people don’t realize that there are […]

Filed Under: Investments

The Financial Yes Man/Woman Dilemma

October 15, 2011 By Christy Gregory

While experts have long counseled against using financial planners who push products and receive commissions (given their incentive to simply sell products which may or may not be in your best interest), it turns out there is another risk that afflicts advisors of all kinds – including fee-only advisors (such as myself). A Harvard professor […]

Filed Under: Financial Planning, Investment Education

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