Posts Tagged ‘fiduciary’
529 Plans: The Pros & Cons of Grandparent vs Parent-Owned Accounts
Should parents or grandparents be the owners of a 529 account? Read more here to find out.
Read MoreBetween You And The Big Mistake – Investing in 12 Pictures
I have two theories on why investors using advisors outperform those that do not use advisors…
Read MoreHow to Make Lemonade from Rising Interest Rates: High-Yield Savings Accounts and CDs
How can a high-yield savings account be beneficial in a rising interest rate environment? Read more here to find out.
Read MoreHow Much Impact Does the President Have on Stocks?
So Just How Important is the President to the Stock Market? Read more to find out.
Read MoreIt Is Not About the Money – Investing in 12 Pictures
Is investing in I Bonds for you? Read more here to find out.
Read MoreTake the Bite out of Inflation with I Bonds!
Is investing in I Bonds for you? Read more here to find out.
Read MoreQuarterly Market Review – Fourth Quarter 2022
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 October – December 2022.
Read MoreMost Investors Out-Think Themselves – Investing in 12 Pictures
The difference between investment and investor return is almost entirely attributable to the behavior—mostly wrong!—of average investors.
Read MoreKeeping It Simple – The Key to Financial Freedom?
Read on for insight into how to achieve financial freedom.
Read MoreIs it Time to Hire a Financial Advisor?
Do you need a financial advisor? In this article, Financial Advisor Curt Stowers provides a breakdown of when it’s time for you to consider hiring one. Read it here.
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