Thee Year of the IPO
July 19, 2019  | By Kevin Smith

Investors revel in the excitement of a beloved tech company ringing the bell on their opening day on the stock market. Months of media attention and speculation about the opening price lead up to this celebrated event. Will this become…Read More

Strategy Breakdown: Selling the Highs and Buying the Dips
May 6, 2019  | By Kevin Smith

One of the most commonly referenced investment strategies must be “sell the highs and buy the dips”. Why is it so popular? Makes sense. Hard to argue against. Easy to apply (in theory). Low cost to execute. High profile investors…Read More

New Financial Planning Software
February 5, 2019  | By Kevin Smith

Financial planning just got better with the addition of RightCapital, a fresh new cloud-based program for organizing financial information and visualizing financial concepts. We have been using eMoney for almost 10 years, waiting for a competitor to develop a better…Read More

Risk Level is SOOOO Important
February 5, 2019  | By Kevin Smith

The amount of investment risk you take will probably make the biggest difference in how your account performs over short and long periods of time. It deserves our attention more than almost any other topic. The two competing investment objectives…Read More

529 Plan Defaults are Deficient
January 15, 2019  | By Kevin Smith

College funds are designed to be simple so the largest number of people will use them. Signing up is easy. Linking your bank account is easy. Accessing accounts online is easy. Now investing is easy… maybe too easy. Choosing investments…Read More

2018 Year-End Trading
January 15, 2019  | By Kevin Smith

The stock market brought us gifts just in time for Christmas. The chart above show the % declines from all-time highs over the past five years for the S&P 500. Christmas Eve just happened to be the most significant pull…Read More