Posts Tagged ‘fee-only’
How Much Impact Does the President Have on Stocks?
The election’s in the rearview mirror. So, what impact we can expect? Read on to learn about the Presidents’ historical impacts on stocks.
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreQuarterly Market Review – Third Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2020.
Read MoreWatch Out for Tax Torpedoes when Collecting Retirement Income
The Tax Torpedo is a special animal that the pre-retiree does not encounter. What is it, and how do you avoid it? Read on to find out!
Read MoreDollar Cost Averaging vs Lump Sum Investing
Dollar-cost averaging is an outstanding strategy to use when investing over time. However, the data suggests lump-sum investing may be a better option when dealing with large cash inflows.
Read MoreFinance – Recessions and Fear
The economy is slowing down, and the “R” word is starting to pop up. How bad can things get? Let’s take a look and see.
Read MoreWhy Stocks Don’t Matter
Well stocks DO matter in investing, but not as much as other things. Read on to better understand.
Read MoreThoughts on Paying Off Your Mortgage
I don’t know anyone who regrets paying off their mortgage. Let’s go through the 4 stages of doing so . . .
Read MoreQuarterly Market Review – Second Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2020.
Read MoreIs Bigger Better? Looking at the Current Market Giants
Is bigger better? Let’s take a look at current market giants (Amazon, etc.). Think the market is different than ever before? Read on to hear our perspective.
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