November 5, 2021
Estate planning often involves a team consisting of an attorney, a financial professional, an insurance professional, and yourself. However, whether you are establishing a new estate […]
November 5, 2021
Prior to the popularity of 529 plans, many people saving for their children’s education opted for either a Uniform Gifts to Minors Act (UGMA) account or […]
November 5, 2021
Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an […]
October 8, 2021
When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You […]
October 8, 2021
To Add to Your Plan or Not: That is the Question Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice […]
October 8, 2021
Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by fear of later regretting a “wrong” […]