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What successful retirees do
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

Jake Buckwalter
Nov 30, 20233 min read


Why Investors Can Be Thankful After a Volatile Year
Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

John-Mark Young
Nov 21, 20235 min read


What Is A Brokerage Account?
A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

Stephen Armstrong
Nov 16, 20232 min read


How to Choose Your Financial Advisor
What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Drew Hodgson
Nov 9, 20234 min read


Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

Kelly Kranstuber
Nov 2, 20235 min read


Bank Money Market Account vs Brokerage Money Market Funds
The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

David Gearhart
Oct 19, 20232 min read


Israel War & My Portfolio: Pray, Give & Stay Disciplined
We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

John-Mark Young
Oct 11, 20237 min read


Time in the Market vs. Timing the Market
Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

Clay Reynolds
Oct 2, 20232 min read


The Market Based Argument for Dave Ramsey's Four Categories
For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

John-Mark Young
Sep 25, 20236 min read


Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

John-Mark Young
Sep 2, 20236 min read


Why Bonds Are Still Essential for the Retirees Portfolio
My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

John-Mark Young
Sep 2, 20236 min read


Personal Savings, Record Credit Card Debt & Their Effect on the Economy
About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

John-Mark Young
Sep 2, 20236 min read


Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

Kelly Kranstuber
Aug 31, 20233 min read


Which Workplace Retirement Plan Should I Select?
Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

Matthew Harris
Aug 31, 20236 min read


Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank
Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...

John-Mark Young
Aug 8, 20233 min read


What Fitch's U.S. Debt Downgrade Means for Investors
Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

John-Mark Young
Aug 4, 20236 min read


RISK ASSETS
Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

Jake Buckwalter
Aug 2, 20232 min read


HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

John-Mark Young
Aug 2, 20237 min read


OPTIMAL SAVING & INVESTING
Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

Drew Hodgson
Jul 30, 20234 min read


WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS
Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...

John-Mark Young
Jul 22, 20235 min read
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