Two Rebalancing Strategies Over time, the ups and downs of financial markets can change the profile of your investment plan, leaving you with more risk than you would like, or less growth potential than you need. Both of which can be detrimental to your long-term financial plan. When we return, I will share with you […]
What’s your disaster plan? Many of us are feeling the financial and operational shocks of Covid-19. A couple of years ago we went through ‘disaster’ planning, also known as ‘contingency’ planning, and we still do it every year. While we could not have predicted what would or could cause us to move the firm to […]
Are you a better-than-average driver? Regardless of what my wife says, I know I am, and chances are you think you are too. That is because nearly three-quarters of people think they are better-than-average drivers. Besides being mathematically impossible, this statistic is an example of overconfidence—and is just one illustration of how certain biases can […]
Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs. The newest reports, released on April 22, 2020, discuss the current financial condition and ongoing financial challenges that both programs […]
In our Authentic Advice series video, Clayton Boone will discuss the benefits of an IRA. Not in the context of retirement savings, but in the context of an effective Estate Planning tool.
As individual investors, we are commonly drawn to what is going on in the market. Often, the things that draw us in are engineered to make us react. In doing so, we can often come up with reasons why we should buy or sell. When asked to explain our reasoning it is often a ‘gut […]
Greg has been a supporter and donor of Any Baby Can for many years. Hear about why giving to Any Baby Can has changed his and his family’s perspective.
It is not hard to find out how the ‘market’ is doing today—our news reports on it nearly every minute. Our colleagues, neighbors, close friends and family talk about it. We see it on social media and in our inbox. Eventually, this leads to us wondering how our investments are doing against said ‘market.’ So, […]
Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic. Here are just a few of the deadlines that have been affected. Federal and state income taxes The IRS has postponed the due date for filing federal income tax returns and making tax payments from April 15, 2020, to July […]
The new Coronavirus Aid, Relief and Economic Security (CARES) Act provides relief for American individuals and businesses while impacting taxes, loans, and health insurance. Take a look at our recent newsletter to see how our team breaks down what you need to know about the CARES Act.