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The Crazy Stuff We Do With Money – Explained

February 5, 2021 by Tim Mauer, CFP I’ve got some good news. You’re not crazy. That’s the message of one of my favorite books of 2020, “The Psychology of Money,” written by Morgan Housel and inspired by a popular blog post he wrote in 2018. It’s a compelling read and the book offers many great lessons, but…

Stocks, Risk, and Your Roth IRA

February 5, 2021 by Patrick Kuster, AIF A great deal of attention often goes into deciding what a portfolio should own, especially when tailoring its allocation to specific retirement goals, risk tolerance, time horizon, and other individual factors. But which types of accounts own which investments also deserves careful consideration, as an account’s tax treatment…

Saving Too Much Too Early

2021 – 01/08 by Jeffrey Levine When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much as possible as early as possible.” Certainly, taking such action is often one of the best ways to grow your retirement savings, but like…

The Right (or Wrong) Way to Retire

2021 – 01/08 by Connie Brezik Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your clients and customers. These changes may have…

Giving the Gift of Financial Independence

December 4, 2020 by Zach Novak Can you think back to your formative years and bring to mind a gift or two that you still recall fondly to this day? Now fast-forward back to your adulthood. I’m sure we’ve all noticed how difficult it can be to replicate those types of gifts for children and…

Give the Gift of Long-Term Happiness

2020 – 11/03 by Kurt Wunderlich We’ve all seen the pictures: Kids in their pajamas sitting amongst dozens of presents stacked high around them, massive grins on their faces as they get ready to rip through the wrapping paper like the Tasmanian Devil. As parents, we think, “Wow, that is one happy kid. He’s the…

Fixed Income’s Place in Your Portfolio

2020 – 11/03 by Connie Brezik For many years, we have experienced historically low interest rates, and expectations are that the Federal Reserve will maintain is near-zero rate policy through the end of 2022 or until it sees inflation rise. This means that your investments in fixed income securities, such as cash, certificates of deposit…

It Takes a Team

2020 – 11/03 by Jeff Johnson Michael Jordan, the Manning brothers, Roy Keane, and a long list of other icons revered for their standout accomplishments in sports, business and even government have also had strong teams behind them. If we are to believe the stories, these leaders nudged everyone in their organization to their maximum…

Optical Illusions in Investing

October 12, 2020 (Zach Novak) Do you remember “The Dress”? From way back in 2015? Sure, hundreds of internet sensations memorable for one reason or another have gone viral over the years, but this one made a splash by any standard. Is the dress white and gold? Or is it really black and blue? Debate…

Long-Term Care Insurance: When and What Kind?

October 12, 2020 (Kent Schmidgall, Wealth Advisor) Although the current and future costs of long-term care are a chief concern for many, especially as we age, long-term care planning remains one of those less-than-desirable topics to raise with your advisor. Incapacitation can be a very difficult and sobering subject to broach, and I’ve found most…

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