Blogs

Gen X Prepares to Ascend the Throne

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at…

Read More...

Investment Consolidation Strategies

Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading…

Read More...
Survival of the Fittest Financial Planning during the Coronavirus Pandemic

Survival of the Fittest: Financial Planning during the Coronavirus Pandemic

The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement…

Read More...

Social Security Proposals and Strategies

As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives….

Read More...

Updates on FSAs and HSAs

A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand…

Read More...

Warren Buffett’s Annual Shareholder Letter

Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which…

Read More...

Can Money Buy Happiness?

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about…

Read More...

That Pesky Early Withdrawal Penalty: It’s There for a Reason

One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is…

Read More...

Is the Market Poised for a Value Shift?

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a…

Read More...