Articles from the Uncategorized Category

New Financial Planning Software

February 5th, 2019

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 … Read More

Risk Level is SOOOO Important

January 28th, 2019

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. … Read More

529 Plan Defaults are Deficient

January 15th, 2019

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 … Read More

2018 Year-End Trading

January 15th, 2019

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 … Read More

Saving taxes in a bad stock market

December 21st, 2018

There are two great things about bad stock markets: 1) opportunities to buy at attractive prices, and 2) opportunities to harvest tax losses. We have … Read More

Modern budgets

December 6th, 2018

A tiny fraction of the population loves budgeting and has years of spending data stored in Excel models. The rest of us would rather scrub … Read More

From Vanguard on the Future

December 6th, 2018

Vanguard stepped up its research capabilities and provided more information to investors in 2018 than ever before. Their market outlook for 2019 is particularly well … Read More

My Lunch with Ben Bernanke

November 27th, 2018

Ben Bernanke can smile… and he is actually kind of funny. The perfectly formal and stiff Bernanke we remember from appearances during his tenure at … Read More

Year-End Planning Tips: Your Charitable Fund

October 24th, 2018

A Donor Advised Fund (DAF) is kind of like your own personal endowment, but without the administrative costs and hassles. A DAF is an investment … Read More

Year-End Planning Tips: Employee Benefits

October 24th, 2018

If you have open enrollment between now and the end of the year, here are some important considerations. Health insurance – if your employer offers … Read More