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3 Common Financial Advisor Myths Busted Thumbnail

3 Common Financial Advisor Myths Busted

The financial planning profession is a truly remarkable one. For those of us who entered into this field with the right intentions, there is no greater reward than seeing real-life clients succeed day in and day out. Unfortunately, there are a ton of misconceptions held by those outside...

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Better Investment Management, Better Outcomes Thumbnail

Better Investment Management, Better Outcomes

Do you have a 401(k)? 403(b)? HSA? Or even a 529 education savings plan or variable annuity? For many individuals, these held away accounts—often set up under a current or previous employer—are a large part of their retirement picture. But they are also, perhaps, the least understood.

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3 Things Plan Sponsors Should Be Thinking About Thumbnail

3 Things Plan Sponsors Should Be Thinking About

To say 2020 was fraught with more change than any of us anticipated would be a gross understatement, and this couldn’t be truer for businesses that sponsor retirement plans. Changes began rolling in pre-pandemic times with the SECURE Act of 2019 and continued with...

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Will You Be Paying Higher Taxes? Thumbnail

Will You Be Paying Higher Taxes?

In his first Congressional address, President Biden unveiled his proposal to impose heftier taxes on high-earners to pay for economic reforms and his large-scale infrastructure initiative as part of the American Families Plan. What’s being suggested is likely to change as political disputes...

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5 Ways a Financial Advisor Can Benefit a Small Business Thumbnail

5 Ways a Financial Advisor Can Benefit a Small Business

At a certain point, a business owner’s gut is no longer sufficient for making critical financial decisions. As business expands and operations accelerate at a faster pace, owners begin to lose grasp over the many areas they are tasked with managing.

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How to Prosper During Market Volatility Thumbnail

How to Prosper During Market Volatility

Investing your money—and investing it well—is not easy to do. After all, anything worth doing properly in life takes time, effort, and consideration. But investing well becomes increasingly difficult during times of market volatility. Is it still possible to prosper during these periods?

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What You Need to Know About Behavioral Finance Thumbnail

What You Need to Know About Behavioral Finance

When the markets move—for better or for worse—it can be easy to want to act. In a bullish environment, you may be feeling lucky and tempted to “double down” or jump on the bandwagon to ride the earnings wave. But when values turn south, you may be the first to jump ship and stay out...

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The Student Loan Forgiveness Push Thumbnail

The Student Loan Forgiveness Push

With so many Americans dealing with what can be crushing debt that keeps them from making bigger purchases, buying houses or starting families — all things that can help the U.S. economy — the topic of student loans and specifically student loan forgiveness, has been pushed into...

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