You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
While driving to work this morning, I heard an advertisement on the radio featuring Dave Ramsey, the well-known radio host and author who helps his listeners and readers get their financial life in order. He was advertising for a mortgage brokerage company, telling...
During the week of June 8th, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it was when it started to fall in February, but it did recover enough...
This week’s blog article comes to you from the research team at Dimensional Fund Advisors. During this time of uncertainty in the markets (and on the homefront!), we can all stand to be reminded that while the markets can experience extreme one-day gains and...
Near the end of 2019, Congress passed the SECURE act, which impacted quite a few investors who have saved or are saving for retirement. One of the changes is that retirees won’t have to start taking money from their IRAs until age 72 instead of age 70.5. Some...
The year 2019 was a great year for the US and international stock markets. Large-cap US stocks were up more than 30% measured by the S&P 500, small and mid-cap US stocks were up more than 25%, and international developed stocks were up nearly 23%. Meanwhile,...
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies...
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or...
One of the most confusing things in the financial services industry is trying to understand how financial advisors and financial planners charge for their services. Many people we talk to who have investment accounts at other institutions don’t understand how...
The presidential campaigns for the 2020 election have officially begun. The first debates for the Democratic party took place on June 26th and 27th, and as expected, the student loan crisis was a big topic of debate. The solution proposed by some candidates is free...
I was recently attending a baby shower with some friends and I ran in to an old friend who I hadn’t seen in probably six or seven years. We did the typical “what’s new, how have you been” small talk, which inevitably leads to the question of what you’re doing in...
