A Better Way to Manage Your 401(k) Account
September 30, 2021  | By Matt Pierce

By Matthew Pierce, CFA This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new…Read More

Investing for the Unknowable
September 22, 2021  | By Matt Pierce

By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More

Managing Your Cash to the Max
July 27, 2021  | By Derek Ripp

AWM partner Derek Ripp, CFP® recently authored this piece for Kiplinger on how much cash to hold, where to keep it, and strategies to get the most out of it. Read the excerpt below and full article here. If the…Read More

Game Stop Lessons
February 15, 2021  | By Kevin Smith

You may have read a dozen articles about Game Stop last week, or maybe none, but you probably heard the buzz: regular folks getting rich and hedge funds losing billions. There is much to learn from the story that created…Read More

Tesla in the S&P 500
December 30, 2020  | By Kevin Smith

When you hear someone reference “the market”, they probably mean the S&P 500 index, at least here in the United States. It is a list of 500 companies (actually 505) selected by the US Index Committee that are meant to…Read More

Introducing My Kids to Investing
December 29, 2020  | By Kevin Smith

My kids are 3, 7, and 9. The first money concept I tried to teach them is that money does not fall from the sky, but Congress and the Federal Reserve keep proving me wrong. The older kids seem to…Read More