Monthly Writing
April 2021
This month we dive into possible misconceptions about timing while enjoying Mac Davis’ song, “Hard to be humble.”
March 2021
Taxes! Invisible or visible? This month we dive into the benefits of a Roth 401 (k) vs a traditional 401 (k).
February 2021
February was an eventful month. We got to watch as Reddit users took on hedge funds. As fun as that was to watch, what can we take away from that?
January 2021
This month, we look back at 2020 as we pick a few key factors to look at. It was an odd year, to say the least, and we try to shed some light on it all.
October 2020
This month, we dive into what is Prospect Theory, how does it affect us and what should we beware of as we make financial decisions.
September 2020
You could write a mini-novel on the information to know about Social Security. This month we dive into a couple of things to think about when making a decision and the importance of utilizing your resources.
August 2020
We try to offer a comprehensive package of tools for you and your financial situation. This month’s writing is to remind you of the many offerings we have outside of investment management.
July 2020
Diversification is not the most entertaining word but has a viable use in investing. How has diversification played out in the past and how has it worked this year?
May 2020
Uncertainty still exists. What are some things to remember in the middle of all this?
April 2020
We are at a time in history with plenty of uncertainty with COVID-19 and the economy. During unprecedented times like this, what should we be doing? What are some things to plan for going forward?
Cares Act
Some ins and outs of the new Coronavirus Aid, Relief, and Economic Security (CARES) act.
March 2020 Update
There are more questions than answers in the financial markets right now. Here are some points to consider as things unfold.
February 2020 Update
Scammers are getting better and better each day. Here are a couple tips to try and combat the relentless effort of scammers.
January 2020 Update
We hear of the SECURE Act. What is it? How does it affect individuals? Read to figure out more.
December 2019 Commentary
Times change and financial advice should also. Dividend yields have changed over the decades, but the advice associated with them hasn’t.
October 2019 Commentary
The average retirement age and life expectancy have changed over the last few decades. We will dive into a theory as to why the average age of retirement has decreased while the life expectancy has increased.
August 2019 Commentary
Retirement can be scary, exciting, good, bad or a combination of feelings. People usually ask the normal questions like do I have enough? This month we dive into more psychological questions that people may not consider.
June 2019 Commentary
In today’s world it is not uncommon to talk about money and how to position yourself; however, this month we take a step back to remember what matters and remind ourselves not to get consumed by the love of money.
April 2019 Commentary
Learn how little changes to your retirement accounts can have impactful differences in the future. Starting the habit of investing just a little more a month may help you when it comes to retirement.
February 2019 Commentary
The power of compounding sounds like a complicated term but it something to get familiar with. Investing early can have a greater impact than you may know.
January 2019 Commentary
Market volatility can be scary but don’t let it lead to irrational decisions. Time in the market vs timing the market can lead to quite different outcomes.