If you’re human, you probably have day-dreamed about how you would spend a sudden windfall. For some of us, an exotic vacation or new car might top our list. For others, the more practical may hold sway [...]
At some point we will all have to make the decision on when to claim Social Security, and it’s a big one. The program forms the bedrock to a safe retirement income plan and getting it right [...]
The financial world is loaded with jargon. You’re dealing with company ownership with both an Employee Stock Ownership Plan (ESOP) or an Employee Stock Purchase Plan (ESPP). These plans were created with the intent to help employees [...]
The deadline for most taxpayers to file their 2021 returns is April 18th this year. The number of opportunities to slash your tax bill drops off dramatically once the calendar year comes to a close, but there [...]
We periodically like to put together helpful guides and pieces that are easy to share with friends and family. Welcome to our newest piece! The retirement readiness checklist has everything you need to think about, consider, and [...]
July marks the mid-point of the year. With kids out of school and the prospect of real, not-in-the-backyard vacation this year, it can be easy to put off thinking about some of the things you need to [...]
We spend lots of time getting to know our clients. We figured it was only fair to let you know more about us. So, we created a short introduction to our firm and our people. Its brief [...]
Matt Bacon March 12, 2021 Executive Summary – Bond yields moved more than two standard deviations since January 1st. Equity markets can’t handle that much movement that quickly. This led to volatility with a sell-off in long [...]
Gamestop (GME) is having its best worst week in company history. It started the year at a modest $17.25. This week it set an intraday high of $483, representing a 2,700% return. That’s impressive for a company [...]
2020 was a strange year. A pandemic, the likes of which have not been seen for a century, claimed jobs, fortunes, and lives. At its height, nine of every ten economies around the globe entered recession. Not [...]
