Featured Blogs
SECURE Act (part 2)
SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail ‘Stretch IRAs’: The Secure Act requires most non-spouse IRA and retirement plan beneficiaries to drain inherited accounts within…
Read More →Identity Theft (part 2)
Identity Theft (part 2) You might not realize all the ways someone can steal your identity, like Employment and Tax-Related Fraud, Credit Card Fraud, Phone and Utilities Fraud, Bank Fraud,…
Read More →Identity Theft (part 1)
Identity Theft (part 1) This topic has been on our minds for a while, but we had to do something after learning what happened to John. It was… The Most…
Read More →Inspiring Women Recap
Inspiring Women Recap: We had a great time at the Inspiring Women event this fall! We really appreciate spending time with women (and men) who value learning and are taking…
Read More →Creating a Strong Portfolio and Honoring Veterans
Creating a Strong Portfolio and Honoring Veterans: There are four basic investing terms that deal with the tactics of investing; active, passive, strategic, and tactical. Let’s start with passive. In…
Read More →Behind the Mask of an Industry Giant
With Halloween, you have probably just said your fair share of masks and costumes. Some cute, some fun, some a little on the creepy side and some downright scary. We…
Read More →Important Questions YOU Need Answered (part 1)
Important Questions YOU Need Answered (part 1): There is lots of talk out there about the market as always. Experts debating on what will happen and when will the market…
Read More →Common Portfolio Wisdom
Common Portfolio Wisdom Pros – Many new factors: Internet, Baby Boomers, Global Markets, War on Terror Cons – The appearance that we are smarter Details abound; structure remains Factors change;…
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