Education, Investing, Tips and Tricks
Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest release—Solo: A Star Wars Story. Even people who aren’t a [...]
Education, Investing, Investment Strategies, Tips and Tricks
“The market hates uncertainty” has been a common enough saying in recent years (even by me), but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As individuals, we can feel more or less uncertain, but that [...]
Education, Market Events, Tips and Tricks
As of yesterday’s close, U.S. stocks have fallen over 10% from their peak in late January (officially in “correction” territory). Given the smooth ride the market gave us in 2017, this recent volatility has spooked investors and have led many to feel compelled to “do something” about this downturn. This emotional response is normal In [...]
Building Wealth, College Planning, Education, Tips and Tricks
One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a 529: to pay K–12 tuition. What does this mean for you? If your child is [...]
Education, Investing, Investment Strategies, Market Events, Tips and Tricks
For many of us, the New Year brings about time for both reflection and thoughts of the future. As 2017 is now in the books, we’d like to take the opportunity to share some insight into how we viewed the year from an investment standpoint, and share some thoughts for 2018. It was a record [...]
Education, Investing, Investment Strategies, Tips and Tricks
November 2017 Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, you’ll likely ask yourself some of the following questions at some point on your investment journey. While this is not intended to be an exhaustive list, we hope to [...]
