Daily Business Banking
4 min read

What should I do with my investments?

By Linda Larouche on May 7, 2020 12:25:34 PM

The global pandemic has changed our lives. As we stay home and adjust our lives to suit our new physical and financial realities, many of us are wondering about our financial future. Every week I hear from Members asking important questions: What will happen to my investments? How can I plan for life after the COVID-19 crisis? The good news is you can plan for life after the pandemic.

Topics: Financial Advice Investing Financial Planning
3 min read

Curveballs and dreams: Investing in your pre-retirement years

By Trevor Lagerwerf on Apr 25, 2019 10:16:07 AM

As a kid, I thought that hitting a baseball would be easy. Until I tried to hit a curveball. I wanted that homerun. So I had to learn how to adapt to the ball that was thrown at me. Then I had to learn how to hit a fastball. With each pitch, I learned it wasn’t about just hitting a baseball, or avoiding being hit by that baseball! It was about hitting the baseballs I was thrown. And running the bases with all my heart.

Topics: Retirement Planning Financial Advice Investing Financial Planning
5 min read

Learning and becoming involved: How to be an empowered young investor

By Trevor Lagerwerf on Mar 30, 2019 4:12:39 PM

Ben Franklin said, "Tell me and I forget. Teach me and I remember. Involve me and I learn." When I found that quote I realized something: it sums up PenFinancial’s wealth advising nicely, especially for young investors. We offer a personalized education to empower you and help you achieve your dreams.

Topics: Financial Literacy Personal Budget Financial Advice Financial Planning
4 min read

So, what exactly is a Wealth Advisor?

By Trevor Lagerwerf on Feb 7, 2019 1:17:27 PM

The banking world is full of helpers and specialists. Member Services Representatives. Financial Services Specialists. Wealth Advisors. The list goes on. Who are these people and what do they do? Well, that depends where you go!

Topics: Financial Advice Financial Planning
4 min read

Investment strategies: Empowering yourself

By Trevor Lagerwerf on Aug 9, 2016 11:52:50 AM

Investing: [verb] confusing process involving magic and midwifery, in which your money is swept away today with the hopes of producing more money in the future. See related terms: dreams, confusion, fees, retirement, and future.

Topics: Financial Advice Investing