Investing

‘Debt Ceilings and the Growing National Debt’

‘Debt Ceilings and the Growing National Debt’

Blog“Debt Ceilings and the Growing National Debt"   There have been many articles and hours of news television spent on covering the debt ceiling and growing national debt in America.  This recent article and show by Peter Lazaroff does a great job outlining what...

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‘Supply chain Struggles’

‘Supply chain Struggles’

Blog“Supply Chain Struggles"   This weeks thought, first appeared in Yahoo Finance’s morning brief.  With all else being equal, economic times are hard enough as we come out of the pandemic.  However, as we do this, and demand spikes back up, we are seeing...

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‘5 Overlooked Facts About IRA’s’

‘5 Overlooked Facts About IRA’s’

Blog“5 Overlooked Facts About IRA’s"   IRAs have been around since 1974. And yet after nearly 50 years, there’s plenty that the 47.9 million households that use IRAs to save for retirement still get wrong about these retirement accounts.  A recent article on...

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“New Under-The-Radar Retirement Account”

“New Under-The-Radar Retirement Account”

Blog “New Under-The-Radar Retirement Account”   For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s).  However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to...

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“Most Americans are Unprepared for Retirement”

“Most Americans are Unprepared for Retirement”

Blog “Most Americans are Unprepared for Retirement”   Perhaps this type of headline gets old, but the unfortunate reality is that it’s true!  Based on research recently completed by the CFP Board, roughly 26% of Americans delay retirement savings until their...

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‘Changing the way You Feel About Money’

‘Changing the way You Feel About Money’

Blog “Changing the way You Feel About Money"   Writer Ben Carlson over at A Wealth of Common Sense, recently published an article discussing how we feel about money and I thought it did a wonderful job explaining that our feelings towards money are usually...

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‘The Role of Bonds in Your Investments’

‘The Role of Bonds in Your Investments’

Blog “The Role of Bonds in Your Investments"   With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond prices have an inverse relationship to interest rates: when interest rates start to go back up, bond...

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“Your Goals > Stock Market Movements”

“Your Goals > Stock Market Movements”

Blog “Your Goals > Stock Market Movements” It’s almost certain that for the remainder of 2021 (really any year for that matter), we will see continued volatility in the stock market.  Yes, the economy is re-opening and hopefully the impact of new Covid variants are...

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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?"     This post was certainly relevant when we first wrote it back in April of 2020.  However, over a year later, and a reminder of how picking individual stocks usually pans out can be valuable.  It’s not that...

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“Important Tax Concepts for Retirement”

“Important Tax Concepts for Retirement”

Blog “Important Tax Concepts for Retirement”       Tax planning strategies are an essential component to maximizing retirement income. The more income you have in retirement, the more you get to spend or pass down to your heirs.  While you might not be making a...

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“What to Consider before Investing in Cryptocurrency”

“What to Consider before Investing in Cryptocurrency”

Blog “What to Consider before Investing in Cryptocurrency”   Over the past few months, I have received more and more questions regarding bitcoin, etherium, and various other cryptocurrencies.  What exactly is cryptocurrency?  Should I be investing money into...

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“Who Owns Stocks in the United States?”

“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...

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“Donor Advised Funds for the Charitably Minded”

“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...

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“Making up Lost Ground Saving for Retirement”

“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...

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“Rob Lovelace on the Year Ahead”

“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...

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History Suggests Rising Interest Rates Are Good for Stocks

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...

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“Investing Lessons from 2020”

“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...

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“Should You Buy at an All Time High?”

“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...

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“The Stock Market is Fascinating Right Now”

“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...

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Show Your Money some Love this Valentine’s Day

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...

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A National Study of Millionaires

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...

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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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