For long-term investors, it’s important to focus on tried-and-true disciplines that have worked over time more than what the stock market is currently doing or what the talking heads predict the market will do. Rebalancing is one such discipline that can potentially reduce risk and increase long term performance, and may also help reduce some of […]
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There’s great comfort in knowing you can weather the most common “financial emergencies” like a new transmission for your car, a trip to the emergency room and even the dreaded AC unit replacement. It’s important to have an emergency fund in place, but what’s considered a viable amount and how long does it take to build? […]
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The idea of retiring in your 50’s as opposed to your 60’s appeals to many Americans, and for good reason. Why postpone the good life, right? However, if you are serious about retiring early, you need to plan in advance and make sacrifices many years ahead of time. Here are 8 areas to consider if your […]
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It’s no secret that college expenses add up quickly. Nowadays, paying for college takes time and careful consideration of a family’s finances. Good news is there are plenty of saving plans available to help pay for college – the most popular one being the 529 Plan. The biggest appeal of the 529 Plan is it […]
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By all accounts it has been a phenomenal run for stocks. Through the end of 2017, the S&P 500 has had a positive total return in 19 of the last 20 quarters. The S&P 500 recorded a loss of 0.8% in the first quarter of 2018. This is the ninth time since 1990 that the […]
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The Overview The U.S. Senate recently passed a new tax bill titled, “Tax Cuts and Job Act”. President Donald Trump signed this bill, stating that it will be beneficial both to individuals and corporations. The bill will go into effect for 2018 taxes, bypassing 2017 taxes. The Breakdown The bill has a wide range effect, […]
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Save Now, Then Save Some More! We all know that saving for retirement is important, and it’s never too early to start. However, it never feels as simple as putting money aside – there’s always something that gets in the way. Whether it’s loans or debt that’s holding you back, is it better to pay […]
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Big News from the IRS After two years without any changes, the IRS announced they will be increasing the 401(k) contribution limits for 2018. This is exciting news! The increase in cost of living will allow individuals to contribute up to $18,500 ($500 increase) per year to their 401(k) retirement plan. Additionally, this increase will […]
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Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
