When Apples Aren't Apples: A Cautionary Tale for Investors
Your financial plan is made up of a variety of investment apples. Why are you comparing it to the returns of a ripe melon?
What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing
Instead of seeking more concentrated dividend stock positions, we prefer a total return investment strategy, even for retirees who are drawing income out of their portfolios.
What’s Wrong with Depending on Dividend Stocks? Part 1: How Dividend Stocks Really Work
Investors might think of stocks as their cake, and dividends as an extra layer of frosting, but in fact, dividends are a bite out of your cake. Post-dividend, your stock—your slice of a company—is worth a tiny bit less.
Run, Read, and Embrace Financial Wisdom
Join us September 16th, 2023 alongside the AppleTree 5k. As the race is underway, we'll have Rob at our office with light refreshments while Matt & Andrea lace up for the walk/run. Stop by to grab a bite, connect with our financial advisors and explore recommended books about capital markets and financial security.
Choosing a Financial Guide: Navigating Life's Summits
Embarking on the path to sound financial decisions can feel overwhelming, especially when faced with the complexities of retirement planning, taxation, and investment management. Much like Rob's recent climb of Mt. Hood, the journey to financial success requires careful navigation and a knowledgeable guide to help you reach your goals.
3 Ways to Apply the 80/20 Rule to Your Financial Pursuits
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can reduce excess commotion. In that spirit, here are 3 financial best practices that pack a lot of value per “pound.”
What to Know About Inherited IRAs
Inheriting an individual retirement account (IRA) can be a great way to receive a financial boost from a loved one who has passed away. However, navigating the rules and regulations surrounding Inherited IRAs is often confusing, particularly given the recent updates brought about by the SECURE Act and SECURE 2.0 Act.
Is Social Security Going Bust?
In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, When Should You Take Your Social Security, most of us have been paying into the program our entire working life. We’re counting on receiving some of that money back in retirement.