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Jul 8, 20213 min read
Changing Jobs: Should You Roll Over Your 401(k)?
Changing jobs? Here are five ways to handle the money in your employer-sponsored 401(k) plan. 1. Leave it in your current 401(k) plan The...
Jul 7, 20212 min read
Q2 2021 Financial Update
The market was quiet and steadily rose last quarter with the mantra, “No news is good news.”
Jul 1, 20212 min read
Roth vs Traditional IRAs: Which is Right for You?
An individual retirement account (IRA) can be an effective retirement savings tool, but how do you choose between a Roth or traditional IRA?
Jun 24, 20213 min read
Are Bonds A Good Investment?
The bond market can be challenging - especially in today's environment. What newer investors need to know:
Mar 17, 20213 min read
The Rescue Bill & What It Means For You
So, the next (final?) round of stimulus was signed into law by President Biden.
Let’s dive in.
Nov 23, 20201 min read
Should I Take My Pension As A Lump Sum?
Employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are...
Nov 19, 20202 min read
As An Older Investor, Should I Get Out Of Stocks?
This is a question I receive occasionally, especially after the market has rebounded from a steep loss. So let's get right to it and...
Jun 22, 20204 min read
Are We In A Bubble?
With the run in stocks it has many investors and non-investors asking, "What's the deal?" The disconnect from Main Street and Wall Street se
Jun 17, 20201 min read
Issues to Consider When Starting a Business
Starting a business is scary, so here's a checklist to help you get started on the right foot. First-time entrepreneurs and seasoned busines
Jun 16, 20204 min read
Partial Sale - LSYN
I've sold a good chunk of LSYN over the past month (most just above $3) and much of it has to do with the management team and future prospec
Jan 28, 20202 min read
Financial Items To Consider When Having A Child
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your life.
Dec 15, 20191 min read
Issues to Consider When Reviewing Health and Life Insurance Policies
Life and health insurance policies are a key part of your overall financial plan.
Dec 15, 20191 min read
Issues to Consider When Reviewing Property and Casualty Insurance
Property and casualty insurance policies are a key part of your overall financial plan.
Oct 22, 20194 min read
10 Steps to a DIY Financial Plan
No matter how much money you have, you can start with a DIY financial plan that will set you up for future success. With a good foundation i
Oct 21, 20196 min read
10 Money Lessons Every Teen Should Learn
Just like your child takes math, history, science, and language arts classes at school, there are essential concepts your teen needs to mast
Aug 17, 20193 min read
10 Financial Tips You Need To Know
A group I'm a part of recently put together a list of financial tips you need to know and I thought it was too good to not pass along.
Aug 14, 20192 min read
The One Group Hospitality Inc.
The ONE Group Hospitality, Inc., (STKS) a hospitality company, develops, owns, and operates restaurants and lounges worldwide.
Jul 15, 20191 min read
Is The Distribution From My 529 Plan Taxable?
Investing money into a 529 plan can be an effective strategy to save for college. There are, however, some overlooked nuances...
Jul 15, 20191 min read
Checklist for Funding My Child's Education
This checklist covers 21 of the most important planning issues to identify and consider when funding child's college.
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