Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Timely Q & A
A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes out and “boom”
Investor Considerations When Choosing a Mutual Fund or Exchange-Traded Fund (ETF)
Mutual funds and exchange-traded funds (ETFs) can be found in most investor portfolios today. They provide a simple and low-cost way to obtain diversification, professional management, and targeted investment exposure. Although similar, there are some nuances as well as structural differences between the two. The investment vehicle best suited for a specific situation often depends
A New Year’s Resolution Idea
How about making 2021 the year when you put aside all excuses you’ve used in past years and actually confront your finances? Maybe even contemplate a budget for the first time? Despite the plethora of financial literacy articles, seminars, workshops, etc., many of us don’t know where we are financially at any given point, so
Autumn 2020 Financial Newsletter
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Estate Planning: More than Just Documents
Taking the time to meet with a well-qualified attorney to develop your estate plan is an important step in the financial planning process. This can take time, but after a thorough review, you’ll be glad you did this for the peace of mind it can provide you and your family. Once the documents have been
Is the Price Right?
I shake my head at how strange this year has been, and we haven’t even reached the election or the year-end cold and flu season yet. In this brief video, I’m going to talk about the stock market and what I think has been priced in already and what hasn’t been priced in. After the
When to Accelerate Income with a Partial Roth IRA Conversion
The U.S. government has unleashed unprecedented fiscal and monetary stimulus as a response to the current economic situation. At some point, we will likely be paying this bill in the form of inflation or higher taxes. If you expect your marginal tax rate may increase in the future due to a general tax increase or
Navigating the Second Half of 2020
Many years from now, we’ll reminisce about the year 2020. With all that has happened this year, it’s hard to believe we’re still only in June. Let us briefly look at where we’ve come so far this year. January 3, 2020: China starts to regularly communicate with World Health Organization and relevant countries regarding the
Helping Organizations in Need
The effects of COVID-19 on our lives, families, friends, and financials cannot be understated. In 2020, we’ve collectively faced a situation unlike any experienced prior for decades if not generations. While we all long for advancements in science and medicine (along with a healthy dose of faith) to get things back on track, the current
