As everyday items become more expensive, discretionary income dwindles, leaving you with less money to allocate towards your savings and retirement accounts. In this article we outline several proactive steps you can take to mitigate the impact of inflation on your financial future. Read More >
Embracing Change: Financial Wisdom for 2024 Graduates
For all the recent graduates out there - Congratulations! As you embark on this new phase of your life, we present you with essential trail markers to guide your financial journey ahead. Read More >
The 529 to Roth IRA Rollover Opportunity in 2024
Thanks to updates in the SECURE 2.0 Act concerning retirement and education savings, 2024 brings the newfound flexibility to repurpose unused 529 funds for retirement savings—an option that wasn’t previously available. Read More >
Mind Over Market: Decoding 6 Behavioral Biases in Investing
Here we highlight the subtle yet influential behavioral biases that often steer investors toward less-than-optimal decisions. Recognizing these mental traps can help you sidestep the blind spots your own biases might create and help you become a more confident investor. Read More >
4 Financial Best Practices for Year End 2023
If your wealth were a garden, which actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches… plus a thoughtful reflection on how to make the most of the remaining year. Read More >
Measuring Success: Understanding Your Investment Portfolio's Real Performance
Feeling that your investments might be underperforming? It's essential to step back and critically assess: are your benchmarks realistic? Or, are you chasing the allure of greener, yet elusive, financial pastures? Read More >
Unpredictable Tides: Navigating Market Changes in 2023
This year, despite the challenges of fluctuating interest rates, looming government showdowns, and global threats, disciplined investors find themselves navigating through a sea of economic uncertainties, pondering the next move in a market marked by 'blunting' and 'sideways performance. Read More >
From Panic to Prudence: Staying Calm amidst Debt Ceiling Uncertainty
Amidst the media frenzy surrounding the debt ceiling threats, in this article we examine potential scenarios and advise investors to approach these challenging times with a measured mindset. Read More >
Who Is “the Media”?
It’s human nature to react to the onslaught of information with fits of fear, excitement, or confusion. This, in turn, can lead to counterproductive, buy high/sell low investing. We would suggest there are three broad types of financial news to assimilate into the choices you make as an investor. Read More >
Using IRS Marital Filing Status as a Strategy
Filing taxes separately can be a viable option for reducing student loan payments, however, it is crucial to consider all the factors involved. Ultimately, consulting with a financial professional can help you make an informed decision that aligns with your unique situation. Read More >
4 Ways to Apply the 80/20 Rule to Your Financial Pursuits
Following the Pareto Principle (commonly known as the 80/20 rule) which suggests that 80% of an outcome is often the result of just 20% of the effort you put into it—Here are 4 financial best practices that pack a lot of value per “pound.” Read More >
Avoiding Financial and Identity Theft Scams—U.S. Quick-Reference Guide
An important quick-reference guide to help you avoid financial and identity-theft scams. Read More >
Giving Thoughts
Six Financial Best Practices for Year-End 2022
To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement translate into annual performance in our investment portfolios? While we wait to find out, here are six action items worth tending to before 2022 is a wrap.
Spreading Gratitude This Thanksgiving — A Meaningful Message for the Holidays
Back to the Investment Basics | Part 5: Patience and Personal Persistence
7 Tips to Taming the Tsunami of Spending this Holiday Season
Back to the Investment Basics | Part 2: First Save, Then Invest
Back to the Investment Basics | Part 1: Remembering Summers Past
9 Steps to Regaining Confidence in Your Financial Future, Both During and After Divorce.
Divorce is one of the most difficult life transitions to navigate — and for those who did not handle the finances in their marriage, it can be difficult know where to begin. Read More >