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For decades, the Dow Jones Industrial Average (Dow) has been considered a bellwether of the U.S. stock market and a barometer of economic health. However, I want to shed light on the fact that the Dow doesn’t really matter as much as it is perceived to. In this article, I...

For something that is so foundational to every solid financial plan, “budget” can often feel like a four-letter word. To many, the word “budget” evokes thoughts of what you can’t afford rather than what you can. Our job as advisors is to help our clients identify the goals and priorities...

Individuals are encouraged to plan early and often for goals like homebuying, raising kids, funding education savings accounts, and saving for retirement. People rarely anticipate planning for a divorce, yet careful consideration and advice of the associated financial planning implications are critical to ensure those goals can still be achieved...

529 plans often stir up a major question with parents, “What if my kid doesn’t want to go to college?”. It’s a valid question, but the hesitation it causes can lead to missing out on big tax savings. 529 plans have two major advantages: First, all earnings in the account...

We recently ran across a Facebook ad maligning 401(k)s as a “switcheroo” and a product of “evil Wall Street guys” and that a TFRA can recreate the old Pensions and do it tax-free for the everyday investor. This made the subject a perfect candidate for our Myth Debunking series. When...