Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

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 are then invested into securities like mutual funds, individual stocks, bonds, or other investable securities. The advantage of a Roth IRA is that the investment grows tax-free, and distributions can be taken tax-free after age 59 ½. This is a great way to get tax-free savings and control your tax liability in retirement. The downside is th

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 of the greatest allowable deduction?  Do you like the idea of a private foundation but don’t want the complexity, burden, and expense of its administration?  Do you want to give anonymously?  Do you own liquid assets, such as stock, mutual funds, etc., on a low-cost basis and don’t have a plan to sell them?  In other words, do you want to org

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...