Market Updates
From Our Chairman
The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. Take a look below at my 7 step strategy. I'm confident it'll help.
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Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
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529 Plans – A Great Way to Invest in Your Child or Grandchild’s Future
Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?
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Unwinding the Federal Balance Sheet: What's it Mean & What’s the Impact on you!
The Federal Reserve announced their plan to start unraveling their 4.5 trillion dollar balance sheet. Additionally, they declared that short term interest rates will remain unchanged for the time being. What impact does it have on you and your retirement preparation?
READ MORE...12 Financial Planning Steps for Thirty-Somethings
Many of our client’s children are entering their pivotal 30’s from a planning perspective. Typically in your 30s, you’ll get to experience marriage, parenthood, and hopefully career advancement. These major life events cause an increased need to get your financial house in order.
READ MORE...Gold: The Pros, Cons, & Our Philosophy
Precious metals are on the rise again. With the price of gold hovering around $1,300/ounce, we are getting a fair amount of inquiries about investing in it (and other precious metals).
READ MORE...The Dow/DuPont Merger: What to Expect
There is little doubt - mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.
READ MORE...Purchasing a Home: A Guide in 8 Steps
Buying a home can be one of life’s most stressful events. Regardless if it's your first time, or your fifteenth, a little guidance goes a long way in helping alleviate some of that stress.
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Equities Pull Back Amid Broader Rotation to Small Caps
Equities Pull Back Amid Broader Rotation to Small Caps
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