Investing

It’s Giving Season – The Advantages of a Qualified Charitable Distribution

Investors older than age 70 1/2 who are taking required minimum distributions from their traditional IRAs…
The Difference Between Risk Tolerance and Risk Appetite

Know Your Tolerance for Risk vs. Your Appetite for Risk Risk – The exposure to an…
Evidence of Stocks for the Long-Run

Why do we recommend stocks for investing over the long-term? Because the evidence supports that investing…
How Great Is Dollar Cost Averaging? You Don't Know The Half of It

I’ve mentioned on a number of occasions that the S&P 500 has been nothing short of…
What's In a Comprehensive Financial Plan

Are you on the right financial path? When will you be able to retire and what…
Tuning Out the Noise Leads to Greater Wealth
4 Traits of the Financially Savvy

The most financially savvy people aren’t afraid to ask for advice; they know their own strengths…
Social Security + RMDs – An Almost Perfect Retirement Income Source

When corporations moved from pension benefits to 401(k) plans, workers had to become the financial planner,…
2019 Retirement Plan Contribution Limits

The IRS announced on Thursday that the limit on elective deferral for contributions to 401(k) plans,…
Why Investors Need a Long-Time Horizon

Returns from stocks can vary greatly from year to year, and as in the case of…