5 Insights for a Challenging Election Season
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?
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You want to find a pathway to your future
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 want to find a pathway to your future
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.
How Do I Invest in a 529 College Savings Account?
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?
How Much Should I Save For My Child’s College Education?
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?
Financial Planning Rules Of Thumb – Part 2
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?
How Do I Know If I Should Refinance My Mortgage?
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...
Should I Sell Stocks?
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...
Recent Market Volatility
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...
Should I Convert Money To A Roth IRA?
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...
Is Now A Good Time To Sell Stock?
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,...
Should I Be Investing In International Stocks and Bonds?
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...
