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Financial Tips for Small Business Owners
Here are some financial benefit planning tips for small business owners. At the end of the day, there are many factors that contribute to a profitable business. The current labor market has put extra emphasize on your employees and how...
Read MoreAre you a Trader or Investor?
Trading stocks and investing in stocks are two approaches when talking about the markets, and so it is important to understand the differences, and more importantly, in which camp do you fall under. Trading involves buying and...
Read MoreWhy Invest During an Economic downturn?
No matter where you look, there are signs that a recession is on the horizon, if not underway already. The question facing many investors is since we know a downturn is approaching, (if not already here) why not wait until things get...
Read MoreTips for the recent college grad
Finishing college and starting a career are huge accomplishments and should be celebrated. While doing so, follow these easy financial tips to ensure the foundation you are creating can be built upon for years to come. Create a...
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After Tax 401k: The forgotten retirement vehicle
It is fairly common knowledge that a person is limited in the amount they can contribute to a work retirement plan. In 2021, this amount is $19,500 for individuals and $26,500 for those over 50 years old. This total can be split up...
Read MoreCustom Indexing: The best of both worlds
By now, most investors are aware of index investing. This is the process of choosing an investment that mirrors the portfolio of a given index. For example, if you want your portfolio to mimic the returns of the S&P 500, then you can...
Read MoreTo ESG, or not to ESG
ESG (environmental, social, governance) factors are in focus one again and drawing much attention. Historically, companies have been evaluated based on their financials, expectations of growth, and in some cases leadership qualities....
Read MoreFinancial Literacy Month and how you can benefit from it
April is National Financial Literacy Month and is a terrific time to learn and evaluate how best to create and maintain a healthy financial life. Below are a few items to help get you on the right track. No matter the month, it is...
Read MoreIs a Robo Advisor right for you?
Robo Advisors are on the rage and for good reason. They are cheap, easy to use, and frankly are fun to use as well! But, should you really be using them for your investments? Without getting into the safety and security of your assets,...
Read MoreYear End Tips 2020
There are many things to do before end of year personally and financially. Here are a few ideas to help organize what may apply to you. Required Minimum Distributions: Although these were not required to be taken, it is not too early...
Read MoreNovember-A month to be thankful for what you have
Thanksgiving is around the corner and is always a time a year to count our blessings and be thankful for what we have. While doing so, take a moment and make sure you are not just thankful for what you have, but that you are protecting...
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