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Tuesday, April 30, 2024

Strong performance of the “Magnificent 7” (Mag 7) has led many U.S. market indexes to be concentrated in a small number of highly valued companies. We find that these companies are more diversified than you may think....

Monday, April 15, 2024

In the realm of financial planning, one aspect that often gets overlooked or underestimated is life insurance. While it's not the most exciting topic, it plays a crucial role in protecting the financial future of loved ones in the...

Friday, March 29, 2024

Key Takeaways: Fear of Missing Out and Fear of Losing it All can potentially limit long-term returns. Market highs tend to cluster and lead to new highs and shouldn’t be feared as the start of the next downfall. Market corrections are...

Friday, March 1, 2024

When we talk about financial planning, insurance, or even estate management, one term that often comes up is "Human Life Value" (HLV). But what exactly is Human Life Value, and why is it important? In this blog post, we'll delve into...

Wednesday, February 28, 2024

Key Takeaways The recently approved Bitcoin ETFs provide a simple way for investors to gain access to the most well-known cryptocurrency, Bitcoin. While regulation of ETFs may ease some concerns about investing in Bitcoin, there are...

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Thursday, February 15, 2024

In the pursuit of sound financial planning, wisdom can be found in unexpected places, even in ancient biblical scriptures. One such verse that holds valuable insights is 2 Corinthians 9:6. Let's explore the wisdom embedded in this...

Tuesday, January 30, 2024

In the vast landscape of retirement planning, the Backdoor Roth IRA has emerged as a strategic tool for individuals looking to maximize their savings. Let's embark on a journey to demystify what a Backdoor Roth is and explore the...

Tuesday, January 16, 2024

Submission of the Free Application for Federal Student Aid (FAFSA) is an essential step for all students seeking Federal, state, institutional, and private financial aid. To improve the financial aid process, the FAFSA Simplification...

Sunday, December 31, 2023

Business owners hire their children for sound reasons such as instilling a strong work ethic, teaching responsibility, encouraging entrepreneurship, reducing taxes, and saving for a college education. The Tax Cuts and Jobs Act of 2018...

Sunday, December 31, 2023

Key Takeaways After sharp declines in stocks and bonds in 2022, the market recovery in 2023 is a perfect reminder that markets are never obvious let alone predictable. For many investors, despite a remarkable year...

Saturday, December 16, 2023

Fear is a powerful emotion that can influence our decisions and actions in various aspects of life.  Two areas where fear often plays a significant role are fear of flying and investing during volatile markets.  While they...

Thursday, November 30, 2023

Key Takeaways Seeking to achieve the long-term equity return of 10% means sitting through all market cycles. Market downturns lead to emotional decision making which can have a significant negative impact on portfolio returns. It's...

Tuesday, October 31, 2023

Key Takeaways: Negative news creates fear for investors which can lead to emotional investment decisions due to worries about ensuring negative markets. Negative news can provide great investment opportunities, but it takes a strong...

Wednesday, October 25, 2023

Key Takeaways The Israel/Hamas Ware is a terrible human tragedy and may escalate in the coming weeks. The economic impact is expected to remain largely regional, but the war may impact investor sentiment, commodity prices, and...

Friday, September 1, 2023

The global economy rotates and exchanges dollars on a daily basis. How do the monetary decisions you make affect others or your future self? In this post we embark on the journey of explaining how "velocity of money" works for you!

Monday, August 21, 2023

Is hiring a financial planner truly worth the fee(s) that are associated with their services? Another way of putting this, "is the juice really worth the squeeze"? Here's what the data shows!

Thursday, July 6, 2023

Retirement planning requires careful consideration to ensure financial security in our golden years. One popular option that has gained prominence in recent times is the Registered Index-Linked Annuity (RILA). Designed to...

Tuesday, August 2, 2022

Business owners hire their children for several reasons, such as instilling a strong work ethic, teaching responsibility, encouraging entrepreneurship, saving on taxes, and helping save for college. These benefits are the result of...