Investing

Two Very Different Economic Stories

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...

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Starting Children’s Retirement – Revisited

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...

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Setting Financial Goals for 2021

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...

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Reasons to be Optimistic about 2021

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...

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Innovation is not a USA Only Story

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...

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SECURE Act 2.0 – What it Means

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...

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Your Goals > Market Movements

Your Goals > Market Movements

Blog“Your Goals > Stock Market Movements"   Given all of the uncertainty surrounding this election week, I thought it was an important reminder that our personal (and long-term) financial goals are more important than short term stock movements.  The below is...

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How is my Credit Score Calculated?

How is my Credit Score Calculated?

Blog“How is my Credit Score Calculated?"   Many people live and die by their credit score and do everything humanly possible to improve it.  Others take a more passive approach by ensuring they pay off their credit card every month and trust they will be viewed...

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Don’t Live with Election Fear

Don’t Live with Election Fear

Blog“Don't Live with Election Fear" It seems to be all we hear about anymore.  What will November 3rd, 2020 produce for the next president of the United States?  Truthfully, with the amount of mail in ballots expected in this election, we may not know on November 3rd,...

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Themes for the Next Decade

Themes for the Next Decade

Blog “Investment Themes for the Next Decade" Let’s face it, 2020 has been a difficult year for so many.  Whether it was the Australian wildfires, the killer hornets, the California fires, or the COVID pandemic, we have had our fair share of tumultuous events.  From...

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4 Exercises for Better Money Habits

4 Exercises for Better Money Habits

Blog “4 Exercises for Better Money Habits" Do you ever find yourself wishing you had better money habits, but you just can’t seem to change your day-to-day actions?  Here’s the good news: It is absolutely within your control to transform your habits and become...

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Why the Dow Jones is not a Great Benchmark

Why the Dow Jones is not a Great Benchmark

Blog “Why the Dow Jones is not a Great Benchmark"   It’s nearly impossible to tune into mainstream media outlets like CNBC without the Dow Jones Industrial Average (DJIA) being the focal point amongst stock indices. I, myself, am guilty of quoting the Dow’s price...

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Trends in a Post-COVID World

Trends in a Post-COVID World

Blog “Trends in a Post-COVID World" Where is the stock market going from here?  Why has the market recovered so quickly?  If we don’t find a vaccine for the virus soon, will we see a huge drop in the market?  These are all common questions we are getting from clients...

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Stock Markets and Presidential Elections

Stock Markets and Presidential Elections

Blog “Stock Markets and Presidential Elections" While our post this week might not directly assist you in your quest towards financial independence, but it’s also fun to see how finances can play into so many aspects of our world.  If 2020 hasn’t already been eventful...

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ETFs vs. Mutual Funds

ETFs vs. Mutual Funds

Blog “ETFs vs. Mutual Funds" Exchange Traded Funds or ETF’s are fairly new on the investing scene, at least in relative terms.  ETF’s first came on the scene in 1993 while Mutual Funds have been around since the 1920’s.  Since ETF’s began, there is an ongoing debate...

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Tips for Lowering Taxes in Retirement

Tips for Lowering Taxes in Retirement

Blog “Tips for Lowering Taxes in Retirement" So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably.  While that is certainly an important topic, considering how these savings will...

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FOMO with the Stock Market

FOMO with the Stock Market

Blog “FOMO with the Stock Market" “Fear of Missing Out” (AKA FOMO), has become very apparent as individuals try to make sense of the meteoric rise in the stock market over the past 60 days.  We dive into why the stock market has been going up in a recent post which...

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Robo Advisor vs. Financial Advisor

Robo Advisor vs. Financial Advisor

Blog“Robo Advisor vs. Financial Advisor" There has been a lot of debate, especially over the last 10 years, about the “value” that a real-life financial advisor brings to a client.  During this time, the massive growth of rob-advisors such as Betterment, Ally,...

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A Checklist a Decade Away from Retirement

A Checklist a Decade Away from Retirement

Blog“A Checklist a Decade Away from Retirement" For many individuals, saving for retirement is not high on their priority list until those years begin to come into focus.  As you begin the count down to retirement, the pressure can mount, and nerves can start to set...

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Why Is the Stock Market Going Up?

Why Is the Stock Market Going Up?

Blog“Why is the Stock Market Going Up?" Despite record unemployment levels and economic uncertainty that we haven’t seen since 2008, the stock market continues to rally from it’s lows in late March.  From January 1st, 2020 to March 23rd, 2020 the S&P 500 index was...

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Is Now the Time for Individual Stocks?

Is Now the Time for Individual Stocks?

Blog“Is Now the Time for Individual Stocks?" As people across the globe are being told to stay put in their homes, it’s not surprising to see some companies suffering more than others. Our normal routines are turned upside down, and so are our normal consumer spending...

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Benefits of Buying Into the Market Over Time

Benefits of Buying Into the Market Over Time

“Benefits of Buying Into the Market Over Time" I’ve received several questions over the past month about where the “bottom” of the stock market is and when is the right time to buy back in?  While I appreciate that these people have sought out my advice, the reality...

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Making Sense of Market Volatility

Making Sense of Market Volatility

“Making Sense of Market Volatility" No doubt most of you would have seen the headlines the past couple of weeks as markets rose and fell quite dramatically.  While we agree there will be financial impacts felt by the global economy, we can’t help but think that...

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What to Make of the Corona Virus Impact

What to Make of the Corona Virus Impact

“What to Make of the Corona Virus Impact" We’ve all seen the news recently as cases of COVID-19 (AKA Corona Virus) have increased not only across China, but also spread into countries such as Italy, Iran, and South Korea.  What should we make of this outbreak and the...

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Van Gelder Financial

150 Whitestone Court

Johns Creek, GA 30097

Phone: 678-587-5880 |  800-257-1294

Email Ray

2897 North Druid Hills Road, Suite #196

Atlanta, GA 30329

Phone: 470-736-8931

Email Tony

Curious to know more?

We offer a free 30 minute introductory call for those interested in becoming clients with Van Gelder Financial.  During this call we will ask a lot of questions and answer any that you may have to ensure there is a match.

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