Jun 19, 2020 | Investing, 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...
Jun 12, 2020 | Behavioral Finance, Investing, Retirement
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...
May 29, 2020 | Behavioral Finance, Investing
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,...
May 22, 2020 | Coronavirus, Investing
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...
May 15, 2020 | Coronavirus, Investing
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...
Apr 24, 2020 | Coronavirus, Investing
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...
