Resources

Should You Invest When the Market is High?

2021 – 04/12 by Kent Schmidgall, Wealth Advisor Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and disciplined investors. What has been surprising to me, however, is the number of inquiries I have received over the years raising concerns about…

Semantic Satiation in Investing

2021 – 04/09 by Zach Novak, CFP Semantic satiation is a psychological phenomenon in which repetition causes a word or phrase to temporarily lose meaning for the listener, who then perceives the speech as repeated, meaningless sounds. Let’s make a quick example using the word “bowl.” If you say “bowl” one time aloud, there’s going…

Who Manages Your Money After Death?

2021 – 04/07 by Connie Brezik In the simplest situations, after your death, you leave your money outright to your spouse if he or she is living. Then, when your spouse passes, they leave the remaining money to your children. This assumes a straightforward family scenario, perhaps with only one marriage involved. Ideally, everyone is…

How To Be Unhappy But Successful

2021 – 03/05 by Tim Maurer, CFP Are you measuring yourself in the gap or the gain?” No, this isn’t a question pitting retail clothing against laundry detergent. It’s a question posed by Greg McKeown, the author of the essential book Essentialism, in his recent 1-Minute Wednesday newsletter. Your answer matters, both in the way…

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…

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