facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

We take pride in creating and sharing content relevant to you.

Roth IRAs Three Huge Benefits Thumbnail

Roth IRAs Three Huge Benefits

If I could only contribute to one retirement account for the rest of my working career, it would be a Roth IRA or Roth 401k. Although there are many benefits to a Roth IRA, there are three benefits that I find to be most intriguing. On top of the benefits I lay out below, you will be pleased to hear that in recent years employers have made the Roth 401k more accessible and the contribution limit on Roth IRAs has increased!

Read More
Q3 Market Update 2023: Changing Seasons Thumbnail

Q3 Market Update 2023: Changing Seasons

It's many folks' favorite season! Fall brings apple cider, donuts, football, and of particular importance to the Carter family- hunting season. The changing of the seasons on the calendar mirrors the changing of the figurative seasons we have witnessed here at FSG.

Read More
ETFs and Zero Transaction Fees Thumbnail

ETFs and Zero Transaction Fees

In 2019, I wrote the article you see below. At the time, I was extremely excited about the prospect of ETFs beginning to trade at zero cost, and frankly, I still am. Free trading of ETFs (and stocks in many cases) is a huge advancement for investors and gives us, as your financial advisor, additional tools to manage your portfolio. Below is a quick refresher on the history of ETFs, which explains what happened in 2019 and why I was excited about it. I have added additional commentary to the original article in italics.

Read More
Cash: Trash or King? Thumbnail

Cash: Trash or King?

Cash is truly a horrible investment. I’m not talking about folding paper; I'm talking about savings accounts, money markets, and short-term CDs. In the same breath that I say cash is trash, I could also say cash is king. Cash is king as it is the single most important financial planning tool.

Read More

Client Login  |  Get Our Newsletter

 800-804-0420      Mon-Thus 8am-5pm and Fri 8am-4pm
Click Here //