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We help individuals and families pursue their ideal retirements.

The China Connection

November 8, 2021

America’s outsourcing of manufacturing (and jobs) has been a sore point for many years. But now that there are logistics issues due to the pandemic – costing U.S. companies money…

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Is it Time for a Value Play?

November 1, 2021

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

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Savings Strategies

October 25, 2021

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…

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How to Evaluate a Stock

October 18, 2021

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…

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How Inflation Risk Can Affect You

October 11, 2021

Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…

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Sustainably Investing in Our Future

October 4, 2021

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

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Status Update: Young Adults in America

September 27, 2021

Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment, and dramatic socio-economic turmoil. Not…

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RMDs in 2021

September 20, 2021

Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is to…

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Moving During Retirement

August 30, 2021

Some people stay in place when they retire, while others buy a second home or relocate entirely. If you’re thinking of buying a new home, should you plan the purchase…

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Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

August 23, 2021

It would be nice if the Roth IRA had been around as long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution…

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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 720.931.6560