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Mean Median and Mode: How they equate to your finances today
Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...

Summit Puri
Mar 11, 20243 min read


Opportunity cost: An objective valuation and impact of your decisions
Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

Summit Puri
Mar 4, 20244 min read


Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

David Gearhart
Feb 29, 20243 min read


Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

Summit Puri
Feb 26, 20246 min read


New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

Andrew Young
Feb 26, 20242 min read


Roth Conversions and if they are a good option for you
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Jake Buckwalter
Feb 15, 20243 min read


Artificial intelligence in Investing
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...

Summit Puri
Feb 8, 20243 min read


Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

Nick Allen
Feb 8, 20243 min read


Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...

Summit Puri
Feb 1, 20244 min read


Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

Clay Reynolds
Feb 1, 20243 min read


Investing Metrics, Key Risk Metrics
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...

Summit Puri
Jan 25, 20243 min read


How Can Faith Impact Your Finances?
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...

Joshua Paletta
Jan 25, 20245 min read


Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

Summit Puri
Jan 19, 20246 min read


Should I pay attention to the Capital Gains Tax, and how will it affect me?
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...

Matthew Harris
Jan 19, 20246 min read
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