emotional investing

Leave Your Emotions at the Door When Investing

Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success. Instead, investments should be evaluated on their merit. Here are…

10 Steps to Maximize your Employee Benefits

Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. Are you taking full advantage of the…

The Importance of Financial Planning

Do you have a mapped-out plan for your future?  Do you know the best steps to take to achieve your goals?  Financial Planning could be the answer. In a world where 75% of Americans are winging it when it comes…

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1]…

7 Ways to Use Your 529 Plan

Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day?  In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense?  When…

Should I Make a Roth IRA Conversion?

If you asked this question, you’re really wondering if a Roth IRA Conversion will save you more in taxes? Mechanically, this strategy involves converting savings from pretax retirement accounts, such as 401ks and Traditional IRAs, to a tax-free Roth IRA….