As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...

What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...

Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...

Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...

Owning a small business is a rewarding investment Americans can make.  Ideally, you get to work for yourself, set your hours, do what you...

Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage...

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...