November 9, 2018
Rising Rates and Your 401(k)
Do you know how ‘sensitive’ your bonds are to changes in interest rates? If you’re like most people, you own some bonds in your 401k, most likely within mutual funds and or exchange traded funds (ETFs). It’s important to know […]
March 9, 2018
Inflation and How It Impacts Your Money
So what’s inflation all about and how might it impact your money? In 1926, a U.S. Postage Stamp cost $.02 cents. Today, a stamp costs $.50 cents. If you had $1.00 in 1926, placed it under your mattress, and pulled […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
February 2, 2018
20s, 30s & Beyond…Money Matters by Age
Recently we met with the child of one of our “fifty something” clients. She is in her late 20’s. She was aware enough in 2008 to hear about the devastation that friends of her parents suffered during that time in […]
August 23, 2017
Questions for a Financial Physical
We’re not trying to stress you out here. Honest. We know that in today’s fast-paced lifestyle, you have little or no time to check up on your own personal financial wellness. And, when you do have the time, you may […]
July 18, 2017
Passive Indexing has Evolved
Because the mutual fund has been around for many decades, more people understand this structure of investment than the exchange traded fund (ETF), particularly because most have been exposed to the mutual fund within their 401(k). With passive indexing, there […]
June 19, 2017
While you were on summer break…
While we typically write about things other than the market in our blog, last week, between tech, the Fed and Amazon in the news, we wanted to share a few thoughts for the individual investor. First, on Friday June 9th, […]
May 15, 2017
What’s Your Risk Budget?
You’ve heard about diversification, you know it makes sense, yet, when it comes to knowing how best to diversify investments, you’re just not sure you know how to do it. We think that one of the reasons it’s hard for […]
Taking a Peak Back to Get Ready for What’s to Come