There are some bright spots amid inflation news. Social Security benefits are set to increase, and workers will be able to contribute more to their retirement accounts in 2023 than in 2022. The following details are important considerations for open…Read More
If we’re only ever looking back we will drive ourselves insane As the friendship goes resentment grows We will walk our different ways But those are the days that bind us together, forever And those little things define us forever,…Read More
If you bet against the Golden State Warriors basketball team, and you watched their star, Steph Curry, make a game winning shot, it may have felt like you were losing money from the time the ball left his hand until…Read More
Do you have restricted stock units (RSUs) that have recently vested? If you work in the tech or financial sectors in 2022, that probably means that you have seen a decline in their value (energy sector folks have this in…Read More
Although the Health Savings Account (HSA) was created as part of the Medicare Modernization Act in 2003, we field questions almost daily from clients who don’t understand what an HSA account is or how to efficiently use it. During open…Read More
Tax considerations are a key part of a successful financial plan, and that’s true of minors as well as adults. A previous blog post explored Roth IRAs as investments to position young workers for future tax savings. However, a child’s…Read More
How your teenager (or even younger child) can benefit from a Roth IRA You have a high-achieving teenager who balances high school studies, chores and extracurricular activities with part-time work. Or maybe your college student took a job to help…Read More
I’ve heard financial markets described as “expectations machines”, and I think that’s about right. Asset prices are based on what people are willing to pay for them, which is based on what they expect to receive in return. Prices go…Read More
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 platform. If you currently…Read More
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
