Recent News

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  Our 4 Core Beliefs of Investing

  Sep 01, 2020

  As a result of the economic shutdown, US stock markets fell dramatically in March. From its intraday high on February 19, 2020, the S&P 500 fell 35.6% to its intraday low on March 23, 2020. In a little over a month, the most widely followed US stock index lost over 1/3 of its value. Despite all of the ongoing problems and despite all of the headwinds facing our economy, the S&P 500 not only recovered the losses suffered, it closed with a new all-time high on August 24th. While seemingly unexplainable, we believe the recent market activity has reinforced several key beliefs.

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  Retire Early and Thrive Webcast September 9th

  Aug 01, 2020

  Have you contemplated retirement? Ever wonder if you are prepared to move into the next phase of your life? How will you know if you are financially ready to retire?

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  Should You Skip 2020 Required Minimum Distributions?

  Jun 01, 2020

  Are there situations, however, where you may want to still take a distribution from your retirement account? Here are some tips for deciding whether you should forgo an RMD or if it might be better to take one.

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  Your 529 Plan and School Refunds

  Jun 01, 2020

  Did you use 529 funds to pay for tuition or room and board at a college, or qualifying K-12 institution, for the 2020 Winter/Spring semester? Many of these educational facilities will be issuing partial refunds soon due to sending students off campus for online only instruction in March.