by Daniel Stous | Sep 7, 2021 | Insight, Investments, Money Management, Retirement, The Market, Tips
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A rising stock market paired with historically high valuations in some areas...
by Daniel Stous | Aug 19, 2021 | Charitable Giving, Insight, Money Management, Retirement, Taxes, Tips
If you didn’t catch this month’s office hours, you missed our discussion about common charitable giving strategies that our clients use to minimize taxes. No fear! You can catch the recording by clicking here. Or, read on to learn about the various charitable giving...
by Daniel Stous | May 26, 2021 | Insight, Retirement, Tax Legislation, Tips
Sometimes it feels like there are way too many options to consider when saving for retirement. Sometimes you can choose between a 401(k), IRA, deferred compensation account, a nonretirement account, or others. We get lots of questions about these different options....
by Daniel Stous | Sep 22, 2020 | College Saving, Insight, Investments, The Market, Tips
Schools are back in session. All around the country, college students are finally back on campus enjoying a fall football game, attending classes with friends, and spending the afternoons studying at the student union. Okay, only some of that is true. Schools ARE back...
by Daniel Stous | Aug 26, 2020 | College Saving, Insight, Money Management, Tips
When my wife and I found out we were expecting our first child, we took a few weeks to just enjoy the news. Coincidentally, we had a vacation to Hawaii planned, so we got to enjoy what turned out to be a week-long babymoon. I remember conversations about what our new...
