1. Update 04/02/2020

    Another day and another rollercoaster in the US stock “markets”. The market has one job- determine fair value with each and every trade. Since the central banks have become the buyers and lenders of last resort the “markets”, which have not been really free for decades are far more manipulat…Read More

  2. Weekly Article 03/31/2020

    I remember writing an article called “dichotomy” a few years ago. The word means “a division or contrast between two things that are- or are represented as- being opposed or entirely different. It has become glaringly obvious in the past couple of weeks that not only did we NOT have the greate…Read More

  3. The Don’ts of 401(k) Plans

    In our last post, we discussed a few of the do’s of 401(k) plans, which includes starting early, taking advantage of your match, increasing contributions, check vesting schedules, and diversifying your investments. In today’s post, we’re going over the don’ts of 401(k) management. Whether yo…Read More

  4. The Dos of 401(k) Plans

    Employees of all ages tend to treat 401(k) plans like gold, as if they are the only retirement planning tool necessary for a successful retirement, especially when their employer offers to match their contributions. Other strategies include an IRA, a Roth IRA, opening a health savings account, getti…Read More

  5. Retirement Transition Planning

    Even though going from the workforce to retirement happens overnight, the transition between the two can and should take much longer to ensure that you have enough saved, a budget and a plan for the next 20+ years, and a plan for how you are going to spend that time. Retirement is a tricky beast, co…Read More