5 Timeless Takeaways from 2022, Ep #180
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the insights we gleaned from some of the top minds…
What’s Financial Symmetry Reading? 2022 Year-End Book Gift Ideas
Are you still finishing up your Christmas shopping? If so, we’ve compiled a list of books our advisors read throughout the year that would make great gifts this holiday season.
Types of Behavioral Finance Biases and How to Overcome Them, Ep #179
Behavioral finance biases can make or break your journey to building wealth. The truth at the heart of behavioral finance is the fact that we are not rational decision-makers when it comes to our money. The following five psychological and…
2023 Contribution Limits
For 2023, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase…
10 Tax Planning Opportunities You Don’t Want to Miss, Ep #178
What if one of these ten tax tools could be the opportunity that you’ve been missing? If you are looking to increase your wealth over your lifetime you’ll want to ensure that you have the best tax planning strategies in…
Should I Be Making Estimated Tax Payments?
The IRS and State Departments of Revenue prefer to have taxes paid as taxpayers earn or realize income instead of the total amount due being paid when taxpayers file their tax returns each spring. As such, they may charge interest…
10 Investing Principles: The Fundamentals That Guide Your Investing Decisions, Ep #177
So many conversations today are tied to the news. Everyone is talking about the troubled economy, inflation, and the tumbling stock market. How should you change your investments in light of all these issues? You may be wondering if you…
What Are Stock Options and How Do They Work?
If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and selling them. Why Do Companies Use Stock Options? Companies use…
Estate Planning Tales from the Crypt, Ep #176
After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to…
The Rewarding Distribution of US Stock Market Returns
Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the US. That may be reassuring to investors, especially if they find market downturns unsettling. The US stock market posted positive returns…
