Blog
“Preparing for the Non-Financial Side of Retirement”
Blog “Preparing for the Non-Financial Side of Retirement" Retirement is something to look forward to. It can be an extremely rewarding period of life when you’re able to give back, build into the next generation, and have some fun along the way. However,...
“Increasing Retirement Success with Small Tweaks”
Blog “Increasing Retirement Success with Small Tweaks” We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant. This past year has seen many people forced into retirement or making decisions on early...
“Creating a Retirement Paycheck”
Blog “Creating a Retirement Paycheck” For many, transitioning from work to retirement is learning to live without a steady paycheck. This can be challenging as expenses continue even after you stop working. Many of us would like to create a reliable income stream in...
“Who Owns Stocks in the United States?”
Blog “Who Owns Stocks in the United States?” I recently read an interesting article by Ben Carlson over at his blog “A Wealth of Common Sense”. The article he wrote dives into who actually owns stocks in the United States and how that has changed over the...
“Donor Advised Funds for the Charitably Minded”
Blog "Donor Advised Funds for the Charitably Minded” For many, the idea behind charitable giving has absolutely nothing to do with potential tax benefits. The fact that you are contributing to a cause that you are passionate about and one where you can see the...
“Making up Lost Ground Saving for Retirement”
Blog “Making up Lost Ground Saving for Retirement" There can be many reasons older Americans are financially ill-prepared for retirement. Some people don’t make enough money to set aside for their later years. Others have bad luck in their career, poor...
“Rob Lovelace on the Year Ahead”
Blog “Rob Lovelace on the Year Ahead" Rob Lovelace, an equity portfolio manager with the Capital Group was recently interviewed about his 2021 outlook. This week, we dive into some of the questions he was asked and what he sees on the horizon for equity...
“What are the Actual Details of the $1.9T Stimulus?”
Blog “What are the Actual Details of the $1.9T Stimulus?" The President and Congress recently passed the American Rescue Plan Act which amounted to $1.9 Trillion. If you read that without having to pause, you’re not alone. I think we’ve become quite...
History Suggests Rising Interest Rates Are Good for Stocks
Blog “History Suggests Rising Interest Rates Are Good for Stocks" Over the past few weeks, the stock market has trended down. From Feb. 12th to March 8th the S&P 500 is down 2.8% and the Nasdaq is down 10.5%! While this is only a 3-week period it has...
“Investing Lessons from 2020”
Blog "Investing Lessons from 2020" Most of us want to leave 2020 behind (myself included), as it was a year filled with difficulty and heartache for many. However, the year was filled with investing lessons that I think are worth noting for years to come. I...
“Should You Buy at an All Time High?”
Blog “Should You Buy at an All Time High?” Following the sharp market declines in early 2020 due to COVID, the stock market has been on quite a tear. The S&P 500 actually finished 2020 up over 16% and is currently up approximately 3.5% already for 2021. With many...
“The Stock Market is Fascinating Right Now”
Blog “The Stock Market is Fascinating Right Now" These stories were recently published by Yahoo Finance. The stock market is a very interesting place right now. Valuations are quaint. Great earnings aren’t being rewarded by investors. Companies doing poorly...
Show Your Money some Love this Valentine’s Day
Blog“Show your Money some Love this Valentine's Day" I know what you’re thinking: “What a romantic topic for Valentine’s Day!” However, there is good reason to talk about finances on a day normally dedicated to romance and that’s because money matters are one...
Should I Use Retirement Savings to Pay Off the Mortgage?
Blog“Should I Use Retirement Savings to Pay Off the Mortgage?" Beginning retirement with no debt might sound appealing. After all, you’re on a fixed income, and it’s not unlikely that you’ll go back to work and start earning an income in your final years of...
A National Study of Millionaires
Blog“A National Study of Millionaires" Over the past several years, the single largest study of millionaires has taken place through Dave Ramsey’s team over at Ramsey Solutions. In their study, they surveyed over 10,000 millionaires and compiled some key...
Two Very Different Economic Stories
Blog“Two Very Different Economic Stories" There are two economic stories that seem to be currently flying under the radar. With an inundation of news and media outlets it’s hard to believe anything would fly under the radar, but I certainly haven’t heard much...
Starting Children’s Retirement – Revisited
Blog“Starting Children's Retirement - Revisited" In August of last year, we wrote a post titled “Setting Your Children Up for Retirement” which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial IRA (sometimes called...
Setting Financial Goals for 2021
Blog“Setting Financial Goals for 2021" The thought of new year’s resolutions makes some people cringe. Imagine what our 2020 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2021, having...
The Great Transfer of Wealth
Blog“The Great Transfer of Wealth" More than 10,000 baby boomers are turning 65 every day and that is expected to continue until 2030. Over the coming decades, trillions of dollars of wealth will pass from baby boomer parents to their heirs, with some...
Reasons to be Optimistic about 2021
Blog“Reasons to be Optimistic about 2021" I think everyone is ready to be done with 2020. Have there been silver linings and things to be grateful for in 2020? Yes! However, for many families, 2020 was filled with economic hardship, time without close family...
Innovation is not a USA Only Story
Blog“Innovation is not a USA Only Story" With incredible growth stock performance across many US companies over the past few years, it could be easy to assume that America is the best place to invest for future growth. However, if you were under the impression that...
Revisiting Thankfulness
Blog“Revisiting Thankfulness" In 2019, we highlighted the topic of Thankfulness leading into the Thanksgiving holiday. Most of you will be reading this the day after enjoying your Thanksgiving turkey, but I still think there is value in revisiting some of the...
SECURE Act 2.0 – What it Means
Blog“SECURE Act 2.0 - What it Means" In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years. Some of the...
Managing the Initial Years of Retirement
Blog“Managing the Initial Years of Retirement" The conventional view of retirement is changing. Certainly, the age at which we retire, what we do during retirement years, and even how long retirement generally lasts look different than assumptions we made 15...
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