I Just Received a $#!+ Ton of Money … Now What?
From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether
Investing
Fire Drill: Investing with Dollar-Cost Averaging
When should you invest? Instead of putting so much pressure on when to invest, put a set dollar amount into your investment account on a set schedule and let dollar-cost
Investing with Optimism
2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these
Passive vs. Active Investing: Keeping Your Costs Low
How can you avoid excessive investment management fees and limit your transaction costs? By focusing on what you can control. Learn about the differences between active and passive investing philosophies
Choose Your Own Contribution with Higher Retirement Plan Limits
Did you know that HSA and 401(k) contribution limits increased for 2020? Learn what’s new and use the infographic to see how you can make the most of your retirement
Comprehensive Services: Investment Management
Stocks, bonds, ETFs, and more: Investment management plays an important role in our comprehensive services process, but the financial plan is the heart of it all. Learn more about how
An Alternative to What?
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun
Active and Passive Investment Management
When it comes to investment management, is an active or passive philosophy best for you? Learn the pros and cons of each, and see if one style — or a
Location, Location, Location
Where are your assets located? You might allocate them a certain way to reduce risk, but location is another important part of maximizing returns and reducing tax burden in your