Blog Archives

How To Sign-In To Your ModestSpark Account

Below is the step-by-step process of signing into your ModestSpark Account:  To sign in, you can access a secure login from the sidebar on our website, or click the link here. You’ll be brought to the ModestSpark login page which … Continue reading

Silicon Valley Bank: Update!

We wrote this blog a few days ago, but already a lot has happened. SVB as everyone knows went into dissolution. Along with it went Signature Bank, and now First Republic has accepted capital infusions and loans to stay afloat. … Continue reading

It Matters What You Pay: Where are the Wall St. Darlings Now?

It’s a good time to check in with some Wall Street darlings of the last few years. We found ourselves saying “no” to these stocks repeatedly, as they were retail investor favorites, reminding us of the late 1990s. Back then, … Continue reading

What Will Home Prices Do During Today’s High Inflation?

Much of the economy is in flux at the moment, so it’s difficult to find a trend that’s reliable. Stocks have put together several downtrends, interrupted by strong rallies. Interest rates have generally gone up, but this week, rates fell. … Continue reading

When and How to Talk to Your Advisor About Changing Your Investment Objective

Every once in a while, life throws a curve ball. You’ve set up your investment portfolio in partnership with your advisor, and suddenly, it doesn’t seem like it works for you any longer. Maybe the value is declining even when … Continue reading