The stock market is cyclical and subject to periods of volatility. While being told to ‘stick with your long-term investment strategy’ is simple advice, it isn’t always easy. I love incorporating these 4 pictures into meetings – here’s why.
Read MoreIf you inherit an IRA or Roth IRA from a non-spouse (such as a parent), the rules have changed. Here is what you need to know.
Read MoreThe Thrift Savings Plan (TSP) is the retirement plan for federal employees and members of the uniformed services. The G Fund is specifically issued by the Treasury Department for TSP participants and it offers a unique benefit. This is how it works.
Read MoreEven though inflation has been low recently and high inflation rates are a distant memory, there is always the possibility that it will spike again, even if it is due to unjustified market fears. Thankfully, there are ways to hedge against the negative effects of inflation.
Read MoreApple (AAPL) and Tesla (TSLA) were recently in the news as two companies that are splitting their stock. Why would a company choose to do that and how does it affect you?
Read MoreWe just finished our initial call and you decide to move forward. This is what happens next.
Read More"My mutual fund lost money and I didn’t sell any shares. Why do I still have to pay tax on capital gain distributions?" Here's why.
Read MoreGoogle is the leading search engine today, but before Google, there was Excite, Lycos, and many more that did not catch on. Given that perspective, it is reasonable to assume that many of today's cryptocurrencies will not last another 10 years, falling by the wayside to a single cryptocurrency that hasn't been invented yet.
Read MoreWe are staying on top of some key economic developments this quarter. While shifts are being made constantly in this ever changing landscape of the economy, here is a review of the current economic outlook and interest rates.
Read MoreWe really like target-date funds. They are a simple and convenient solution for those that want an all-in-one investment strategy and don't want to worry about rebalancing. However, there are two situations where they aren't the best choice.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
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