It is easy to get swept up in fear, focusing on the short-term. When feeling this way, the only scenario you envision is one where stock prices are falling. The [...]
“Stocks only go up!” is a joke you may have heard me say over the last few months. It has been true more often than not the last few months. [...]
SECURE Act—What’s Changing? The SECURE legislation—which stands for “Setting Every Community Up for Retirement Enhancement”—puts into place numerous provisions intended to strengthen retirement security across the country. Originally passed by [...]
What is It? A Qualified Charitable Distribution is a direct transfer from your IRA custodian to a qualified charity. What’s in It for Me? By contributing your required minimum distribution [...]
Our market research summary for the 3rd quarter 2019 is short, concise, and actionable. The goal of this effort is to provide you with an educational executive summary with the [...]
You deserve a fee structure as unique as you are. One size doesn’t fit all. Our new Client First fee structures allow you to choose the fee structure that makes [...]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The [...]
Our attached quarterly market research summary is short, concise, and actionable—It is only three pages long. There’s a graph or chart on each page, and there are two short text [...]
Your tax return and investments are more related than you may realize. Using a coordinated approach may add additional value in the form of tax savings. Those tax savings can [...]
Your typical experience in an actively managed mutual fund is to under-perform the exchange traded fund (ETF) that tracks the most relevant benchmark while paying higher fees and taxes. For [...]
