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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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