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Fee-Only Financial Planning Services in Quincy, MA

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July 21, 2023 by Michelle Morris

The Road to ‘Average is Bumpy.

After two posts about spending, specifically spending for joy, I’m back to my regularly scheduled programming:  Save, Invest, Repeat. Today, we talk about stock market ‘averages’. Stocks, also known as equities, are the growth engines of investment portfolios. The S&P 500 is a group of stocks from the 500 largest publicly traded companies in the United States.  It includes companies you’ve surely heard of such as Apple, Amazon, Tesla, and Berkshire Hathaway (aka Warren Buffett). It also includes companies you’ve likely never heard of such as Cummins, Inc. a company that makes “diesel, natural gas, electric and hybrid powertrains and powertrain-related components” …

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From The Blog

  • Is Your Home A Good Investment?
  • The Road to ‘Average is Bumpy.
  • Spending for Joy: The Poll Results
  • Spending for Joy: A Poll

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From the Blog

  • Is Your Home A Good Investment?
  • The Road to ‘Average is Bumpy.
  • Spending for Joy: The Poll Results

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Investment advisory products and services are offered through advisory representatives of BRIO Financial Planning, an investment advisor registered with the Commonwealth of Massachusetts.

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Michelle Morris, CFP® EA
BRIO Financial Planning
1073 Hancock St. #101
Quincy, MA 02169

michelle@briofp.com
617-934-0419 (phone)
617-934-1933 (fax)

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