In her weekly blogs, Sheila shares what she has learned about the markets and investing, with the goal of helping you understand them.

Blog #17: Life Insurance

 June 15, 2021 |Sheila Whitehead
Most people understand the need for insurance for their car, house, health, and some even for flight cancellations. However, I find that most people don’t really understand life insurance and its various applications. As a Wealth Advisor, my role is to...
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Blog #12: Asset Allocation

 May 11, 2021 |Sheila Whitehead
You have chosen the type of investment account and funded it, and now you are ready to invest! The next step is a big one! You need to decide how much you should put in equity (stocks), how much in fixed income (bonds) and how much to leave in cash. Stocks...
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