Expert Articles

Age is no guarantee of wisdom.  But when you entrust your money to a financial advisor there are advantages to having at least ...
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We like a lot of things that Dave Ramsey has to say.  Last year Stephen joined the Dave Ramsey SmartVestor Pro program, where ...
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How many times have you said to yourself that you wish that investing was not so complicated?  It is a fact, investing is ...
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2020 was a momentous year.  It was dominated by a new kind of war: a war against an invisible enemy that fought most ...
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How many times have you said to yourself that you wish that investing was not so complicated?  It is a fact, investing is ...
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Last month we wrote about one of life’s major transitions: changing jobs.  We recommend using that as an opportunity to organize and simplify ...
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What a year.  We are living in an amazing time. If we had told you at the beginning of this year that the ...
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The S&P 500 index has rallied more than 30% from its low on March 23—reinforcing the adage that it usually pays to stay ...
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Which is the better choice, a Traditional IRA or a Roth IRA? When looking to save for retirement, you may wonder which type ...
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If you are like most people approaching retirement, you are probably wondering if you’re financially ready. You may have a pension. You plan ...
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The Coronavirus (COVID-19) is both a medical and a financial crisis. There is no question that the arrival of this virus and its ...
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A “Bear Market” is defined as a decline of 20% from recent highs.  By the time you read this, we may be in ...
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The Coronavirus has been in the news for a while now and fear in the press has started to spill into the financial ...
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Let’s talk about the stock market. The bull market is currently over 10 years old.  Does that make you confident, seeing double-digit returns ...
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You have three main options: Start collecting early Start collecting at full retirement age Start collecting after full retirement age “Full Retirement Age” ...
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