Enhance Today | Enrich Tomorrow
Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in a unique or unconventional way. Many of these articles we…
About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I knew how to take care of them financially. So I…
You’ve likely been there at some point in the last 5 1/2 years. After seeing stock market gains for an extended period, you catch the news and the market has dropped a few days in a row. You think, “Here…
Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve. Those are sobering statistics considering most individuals desire to retire in…
My fiancé and I recently had a discussion that revolved around the question “Where do you see yourself in x years?” While many of the things we brought up aligned, there were a few topics with conflicting responses. I began…
A recent article on Yahoo! Finance lists four retirement regrets and costly mistakes that you should avoid. One of these mistakes is having too many accounts. ‘The most I’ve seen is 16 different retirement accounts at different institutions. It becomes…
It doesn’t seem there should be any difference when calculating investment performance, but there are actually two methods for calculating annualized investment returns. Time Weighted and Dollar Weighted. When evaluating how a manager has performed, Time Weighted is usually the…
“Can you help me roll over my old 401(k)?” It’s a question that comes up often, but the answer isn’t always simple. Many of our clients come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous…
Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine. The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement and are unsure how to find someone younger to take…
“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000 published in 1999 shortly before the dot-com bubble burst? Fifteen…
