Insights
If You’re Following the 4% Rule, You Might Be Missing Out
For decades, the 4 percent rule has served as a reliable starting point for retirement income planning. Withdraw four percent of your portfolio in year one, adjust that dollar amount for inflation each year, and...
Tuesday, March 10, 2026
Insights
A Thoughtful Guide to 529 Education Savings Plans
Saving for future education expenses can feel overwhelming, but it doesn’t have to be. A 529 education savings plan offers a flexible, tax-advantaged way to prepare for future costs, whether for your child, grandchild, or...
Friday, January 30, 2026
Insights
Mega Backdoor Roth – Supercharge Your Retirement Savings
High income earners often max out their company retirement plans yet still have money they’d like to stash for the future. A traditional Roth IRA lets you build tax free wealth, but income limits restrict...
Tuesday, October 28, 2025
Insights
Navigating Your 401(k) When You Change Jobs
Changing jobs can be an exciting opportunity, but it often leaves one important question unanswered: what happens to your old 401(k)? With millions of Americans switching employers during the “Great Resignation,” many workers leave retirement...
Tuesday, October 07, 2025
Insights
How to Find the Right Financial Planner For You
Putting your hard-earned money in someone else’s hands can feel like a big step—but with the right person, it’s a smart move toward achieving your financial goals. Luckily, our industry is highly regulated, and there...
Monday, July 28, 2025
Insights
One Year Later
It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a...
Thursday, March 04, 2021
Insights
The Market is a Weighing Machine
“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.”
Thursday, February 04, 2021
Insights
A Fresh Start
A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare...
Friday, January 08, 2021
Insights
The Votes Are In
The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a process, but...
Wednesday, November 04, 2020
Insights
Looking Forward
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US...
Friday, June 12, 2020
Insights
Starting the New Year Strong
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping...
Tuesday, January 07, 2020