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Investments

What Bob Dylan Wrote About Finance

As Bob Dylan wrote in his classic song: The Times They Are A-Changin’, Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone… Continue Reading →

What Advantages Do Exchange-Traded Funds Have Over Mutual Funds?

First, let’s discuss what the two have in common. Usually, exchange traded funds (ETFs) and mutual funds are diversified. This means the funds hold the stock and / or bonds of many different companies. So, both represent good ways to… Continue Reading →

Nine Things Your Annuity Salesperson May Not Tell You

Ever been pitched a variable annuity? If you haven’t yet, there is a good chance you will be offered one at some point. Read on to find out nine things that annuity salesman may not tell you. The Fees Are… Continue Reading →

Where’s My Free Lunch?

“There’s no such thing as a free lunch.” Most readers have probably heard this saying, but where does it come from? Well, in the nineteenth and early twentieth centuries, saloons would offer their patrons a “free lunch” in order to… Continue Reading →

How To Be a Super Saver

Are You A Super Saver? A super saver saves, in our opinion, about 20-30% of their income. That’s an ambitious goal, but it’s not so ambitious as to be impossible. So, let’s take a look at the ways and whys… Continue Reading →

The Value Of An Advisor

As a company, we avoid actively managed funds in favor of passive investing. We also discourage clients from chasing returns, timing the market and other “active” strategies. We feel that these strategies are more akin to gambling than investing. Yet,… Continue Reading →

Set the Cruise Control on Your Investments

Watching the stock market can be exciting some days, especially if you have your life’s savings wrapped up in investment accounts. But it turns out that watching the market’s rises and falls can be detrimental to your portfolio’s return. News… Continue Reading →

What Is a 401(k) and What Investments Should I Choose?

Our clients often ask, “What investments should I choose in my 401(k)?” A 401(k) is a workplace retirement savings plan that has certain tax advantages for both the employer and the employee. Typically, when you elect to participate in your… Continue Reading →

Financial Planning When You’re In Your Twenties

According to a recent poll, the top indicators of being “grown up” are 1) taking full responsibility for your own actions, and 2) being financially independent. Some of the more traditional understandings, such as “finishing my education” and “getting married” were… Continue Reading →

Why Your Investment Growth Calculator is Wrong

In investments, we all wish we had a crystal ball. Unfortunately, many people need to plan their lives around how much their investments will grow. So, in order to calculate the answer, many financial advisors, insurance salespeople and budget gurus… Continue Reading →

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