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

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

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,...

Along with the final high school transcript sent to the college committed to, students who have been placed on wait-lists might send a...

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...

Are you thinking about selling your small business and sailing into the sunset?  Have you poured blood, sweat, and tears into your small...

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

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

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...

Happy Mother’s Day! Congrats Grad! If you haven't already, you will hear and see these things very soon. You will also start to see many...

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...