Expert Articles

Mutual Funds Guide: What Are They?

A mutual fund is an investment vehicle that is made up of money contributed by many people for the purpose of investing in ...
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Roth IRA vs Roth 401(k)

Retirement accounts, such as Roth IRAs and Roth 401(k)s, are confusing for most people. Whether you are preparing for retirement or are newly retired, it is ...
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What Is The First Step in Financial Planning?

You have goals and aspirations, but do you have a plan to bring your vision to life? And to achieve your goals, it's ...
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Why Experience Matters

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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Baby Steps for Dave Ramsey Fans

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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Looking Back, Looking Ahead

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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While Changing Jobs, Simplify Your Financial Life

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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Preparing for the Biggest Transition of Your Life

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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The News is Bad, the Markets are Up

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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Looking Back on the First 5 Months of 2020 and Looking Ahead

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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Choosing Between a Traditional IRA or a Roth IRA

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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The Benefits of a Modern Retirement Plan

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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Financial Decision Making in a Crisis (COVID-19)

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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Bear Markets are Painful but Markets Rise Over Time

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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Thoughts on the Coronavirus

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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