Using Dollar-Cost Averaging to Reduce Risk
May 15, 2024  | By Kevin Smith

Investing a large sum of money can be daunting, especially with the uncertainty of market fluctuations. Enter dollar-cost averaging (DCA), a strategy designed to help investors manage risk by spreading their investments over time. By consistently investing a fixed amount,…Read More

2024 Q2 Investor Update
April 29, 2024  | By Matt Pierce

This month we want to highlight some of the key takeaways from our quarterly update video as well as expand on a couple of areas that may be in focus in the months ahead. Signs of life in the global…Read More

Pay Yourself First: What to Do When You Receive a Raise
February 26, 2024  | By David Lowe

Many companies conduct performance reviews and announce employee pay raises toward the end of February or in March. As a smart, creative go-getter, you most likely have great news on the way! But how do you put your higher pay…Read More

T-Bill & Chill
January 17, 2024  | By Kevin Smith

Hop in the time machine with me. You could have bought a 30 year Treasury Bond in 1981 yielding 15% annual income! That income was backed by the taxing authority of the United States Treasury, so it was pretty safe….Read More

Qualified Charitable Distribution: Philanthropic Impact Meets Tax Savings
January 2, 2024  | By David Lowe

Good news: Through hard work, savings and diligent investing, you retired with $1 million or more in pre-tax IRA funds! Bad news: The government wants its piece of the pie and starts taxing your IRAs in your 70s. Now back…Read More