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.
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....
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
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,...
