Articles

It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.

The SECURE Act of 2019 changed several things, so here is an updated review of this complex subject.

“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.

On Monday, October 26, 2020, Megan Russell was interviewed by Sunny Burns and Sunmarie Burns of the FamVestor podcast.

Wealth management is in your control and there are actions you can take regardless of who wins today.

Most stayed the same while HSAs and employers saw increased contribution limits.

If you are a responsible saver, keeping the liquidity in your pocket until the bill deadline expands your options for both growth and savings.

When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.

We believe that holding on to Energy and waiting for it to recover might mean missing out on greater gains elsewhere.

Individual sectors of the economy have reacted very differently to the pandemic.

Beneficiary designations directly to your heirs are a cleaner estate planning solution.

If you have a charity among your heirs, there is the possibility for tax savings.

Not every custodian is willing to accept the complexity, but I am grateful that Schwab is.

Who can remember every purchase you made? But remembering is how to keep your purchases reasonable.

Consumers often presume that an advisor associated with a large commission-based brokerage firm will have a team of managers supervising their advisor. This is a misconception.