Let’s Start at the Very Beginning…

by: Cassandra Laymon, CFP®, MBA Last summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at his school. As a financial advisor, I thought this was…
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What Is A Bond?

by Cassandra Laymon, CFP®, MBA Our next installment in this month’s series asks the question, “What is a bond?”  The first thing this brought to mind for me is the…
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What is a Mutual Fund?

By Cassandra Laymon, CFP®, MBA Last week we kicked off our series on investing with a definition of stocks and what it means to be an owner. This week, we…
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What Is a Stock? … and the Responsibilities of Ownership

by Cassandra Laymon, CFP®, MBA “What is a stock?” If you have even a minor understanding of investing, you would likely answer, “a share of a company.” And you would…
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