MANAGEMENT SERVICES FOR 401(k)s, 403(b)s, 529s For years I (Steve) have been searching for a tool to help clients manage their 401k and 403b accounts. Finally, that day has come! Through our partners at Ponterra, we can manage your 401k by accessing your retirement...
What does estate planning have to do with your financial advisor? Today I want to talk about why Estate Planning is on our services list. We're not attorneys, so what do we, as financial advisors, have to do with estate planning? Oftentimes, in addition to estate...
The first quarter of 2022 started out pretty poorly for most investors. The S&P 500 stock index declined 11% during the first 16 trading days of the year but recovered somewhat to finish down 5%. Of course, if you've been an investor with us for some time you...
Your earliest recollection of wealth management may be balancing your checkbook with Mom on Sunday nights. Or Dad explaining why that pesky overdraft charge showed up on your debit card statement. Life was simpler then. Now you've grown a career or business and have...
You’re proud of the business you’ve built over the years. But at some point, you’ll be ready for your next adventure. And your business can be ready, too, if you start early. Here are five tips to help you get started on a business succession plan. 5 Tips to Get...
How to Build and Protect Your Portfolio in the Coming Decade So the future forecast for stock and bond returns looks dismal, doesn't it? To remind you of my last missive, I've included the 7-year forecast for stocks and bonds below. Today, we're going to get specific...
The above chart doesn't look good, does it? In fact, it looks like something I wouldn't want any part of. Let me explain... The graph is titled "7-year Asset Class Real Return Forecasts." The left side is the forecasted return on stocks for the next 7 years and the...
Thinking about retirement? Here are 7 tax items to consider... Many people envision a retirement that's more carefree than their current circumstances. That vision is more likely to come true when retirees are careful about tax implications. Questions about taxes and...
Mastery. When you hear the word, you know you’ve run across something or someone that’s uncommonly good. Maybe you know a master builder or master craftsman. Or you enjoy watching flicks about Kung Fu masters who devote their lives to teaching others. I've always been...
What investors should watch in 2022... Welcome to 2022! I hope it will be a healthy, happy year for everyone reading this. While I'm stopping short of making formal "predictions," here are a few things I wouldn't be surprised to see happen this year -- and that could...