- 401(k)'s and 403(b)s
- SIMPLE IRA's
- SEP IRA's
- Traditional & Roth IRA's
- Rollover IRA's
- Brokerage & Advisory Accounts
- 529 Plans (College Savings)
- UTMA Accounts (Uniform Transfer to Minor Act)
WHY ARE YOU INVESTING & WHAT ARE YOUR INVESTMENT GOALS?
DO YOU HAVE LIQUIDITY NEEDS?
WHAT IS THE IMPACT OF TAXES?
HOW MUCH RISK ARE YOU WILLING TO UNDERTAKE?
WHAT IS YOUR SKILL SET AND KNOWLEDGE IN MANAGING AND UNDERSTANDING INVESTMENT OPTIONS?
What a Goldilocks Jobs Report Means for the Fed and Investors
There's a common saying among investors that markets take the stairs up and the elevator down. This is because the long-term trends that drive markets higher tend to be slow moving and compound over time, whereas the events that create short-term panic tend to be sudden and unexpected.
What Washington Politics and the National Debt Mean for Long-Term Investors
While war escalates in the Middle East, a political battle is also heating up in Washington. As of this writing, there is still no House speaker in Congress after Kevin McCarthy's exit and Steve Scalise's withdrawal over the past two weeks.
Why Investing Early Is the Key to Achieving Financial Goals
For long-term investors, knowing the difference between what can and cannot be controlled is the key to both financial success and peace of mind. While all investors would like to believe they can predict or even control the direction of the market, experience teaches us that this is difficult to do.