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What is a Beneficiary Review & Why is it Important?
A beneficiary review means routinely checking and updating the beneficiaries listed on your financial accounts—like life insurance policies and retirement plans—to make sure they match your current wishes and circumstances. Doing so...
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3 Options for an Old 401(k) From a Previous Employer
Recently, we were talking with a new client that had some questions about their retirement and an old 401K. We like to call that a “Lost 401K”. The old 401k has been there for years. The client moved on from that job, and it's rolled...
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2025 In Review
At times, 2025 felt like an extraordinary year for stock investors. From tariff uncertainty to international tensions to drama at the Fed, 2025 felt like no other year before. But in hindsight, 2025 was pretty ordinary. In fact, from...
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Warren Buffett on Climbing a Wall of Worry
There is always something to worry about on Wall Street. In fact, there’s even a saying about how stock prices perform when investors are fretting. “Wall Street climbs a wall of worry”—a quote that is often attributed to Warren...
Read More401(k) Millionaires Are on the Rise
As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...
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What is Bitcoin "Halving?"
Bitcoin tends to pop in and out of the headlines. Few financial topics in recent memory have sparked as much imagination and criticism. Unsurprisingly, the latest development with Bitcoin has provoked much discussion and curiosity:...
Read MoreWhat's Happening with the U.S. Money Supply (and What Does it Mean)?
When financial professionals like me start digging into the tools we use to assess financial market valuations, one thing that catches our eye is the U.S. money supply. We look closely at measures like M1 and M2— basically the rock...
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2024 Outlook: Fed Stays the Course
When you see hypothetical examples of stock market performance, the illustrations often use average annual returns of between 8% and 10%. But how often does the stock market return between 8% and 10%? Only four times in the past 76 yrs.
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