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2021 Third Quarter Market Update- The Markets are Spinning Wheels Thumbnail

2021 Third Quarter Market Update- The Markets are Spinning Wheels

A tremendous amount happened this past quarter at least from a geopolitical perspective. As far as the market is concerned nothing significant happened. The DOW opened July at 34,507 and opened on September 30th at 34,467. If you closed your eyes on July 1 and didn’t open them until October 1, you might think the market didn’t move. We all know better than that. The markets moved up, down, and...

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Being "Cyber Smart": Tips to Keep You Safe Online Thumbnail

Being "Cyber Smart": Tips to Keep You Safe Online

In these times, we are connected virtually more than ever. Internet usage has been ramping up rapidly for years now, and then came Covid. Many of us were forced into a completely digital world, not only personally, but also for work and school. Our rapidly increasing reliance on technology makes us very vulnerable to cybersecurity safety concerns, such as identity theft, phishing, security breaches, viruses and malware attacks. Luckily, there are several simple ways to proactively mitigate risks and stay one step ahead of many potential cybersecurity issues.

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A Practical Guide To Finding A Financial Advisor Thumbnail

A Practical Guide To Finding A Financial Advisor

A financial professional's business card may say “financial adviser”, but that does not mean they are truly a financial adviser. By doing your homework you can increase the odds of hiring an advisor with a high level of integrity, however, you will still need to feel that you can trust them. Look for an advisor who you believe has a similar moral compass to your own. Once you find them, ask them the tough questions to make sure they are not just a good person, but that they are also qualified.

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Why do Roth IRAs exist? Thumbnail

Why do Roth IRAs exist?

Lately, I have been getting this question frequently. For some folks, it’s the first time they’re hearing about tax-free growth. For others who have been saving in a Roth for a long time, or are converting pre-tax dollars to Roth IRA, they have never really considered just how beneficial tax-free growth truly is. This is especially true when you have a 10, 15, even 20+ year timeline.

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Do’s and Don'ts of 401k’s Thumbnail

Do’s and Don'ts of 401k’s

Now, more than ever, the workplace is in constant change. The level of education and direction regarding what is for most people the largest portion of their retirement, your 401k or 403b, is solely put on your shoulders. With little direction, you may only have an 800 number or website to give you some assistance to help you decide the best direction for your future. We believe that education is key for everyone who is trying to save for retirement and has a goal to strive for. This is the perfect time to begin working with a qualified Financial Advisor to better understand your options.

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The Importance of Financial Literacy and Its Influence on Our Lives Thumbnail

The Importance of Financial Literacy and Its Influence on Our Lives

From where did you learn most of your life skills? How did you learn to brush your teeth, read, write, or drive a car? Personally, I learned these things from my parents and teachers. Here is a topic that affects just about every facet of our lives and many parents have limited knowledge of it and it is often not covered in school: finances! Finances are consistently listed as one of the top reasons for divorce, and money is one of the biggest causes of stress for Americans.

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Why the IRS May Be the Biggest Benefactor of Your Retirement Investments Thumbnail

Why the IRS May Be the Biggest Benefactor of Your Retirement Investments

As a financial and retirement planner, I have learned that people hate paying taxes. The truth is, the history of taxation is a complicated one full of wars, audits, jail time, and factions of society that were created in rebellion to the idea itself. To make things worse, the “rules” laid out by the IRS when it comes to tax are extremely complicated, ever-changing, and leave a ton of room for discretion. So, how might one go about reducing or entirely removing the IRS as a benefactor to their retirement investment they have worked so hard to save?

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2021 Second Quarter Market Update- Let's Talk About Inflation Thumbnail

2021 Second Quarter Market Update- Let's Talk About Inflation

Following an explosive 9 month run, small cap stocks slowed their pace of growth allowing large cap stocks to nearly close the gap for the year. Meanwhile, international markets underperformed U.S. markets. This is not surprising. To many other nations, the U.S has had a fairly productive vaccine rollout and therefore many components of the U.S. economy are back to a semblance of normalcy. As international stocks become even cheaper (relative to U.S. stocks), at some point that may present investors with an opportunity.

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