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Posts Tagged ‘Resources’

Microsoft Deferred Compensation Plan

The Microsoft Deferred Compensation plan has the potential to help eligible employees save an immense amount in taxes each year. In the following video, Lead Advisor, Jordan Edwards, explains the necessary steps to maximize your savings potential. Contact us to learn more about implementing Microsoft’s Deferred Compensation Plan. Additionally, to learn more about all benefits available to […]

Jordan Edwards, CFA, CFP® | April 18, 2018

From Buttons to Bucks and Back Again

Do you remember taking Home Economics in junior or senior high?  If your answer is yes, then you and I are certainly dating ourselves.  As corny as it may sound to the younger generations, we learned a lot of basics in that class:  how to cook and bake, how to run a household, home safety, […]

Luellen Lockwood, MBA, CPA, EA | September 14, 2017

Leveling The Playing Field and Tackling Financial Challenges for Women

As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support.  In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects.   Even if my mom had entered the workforce, it […]

Shalina Martos, CFP®, AAMS® | August 23, 2017

Diversification – Own the Market and Reduce Risk

Once an investor decides to put his money to work in the financial markets, naturally the first question he must ask himself is: What should I invest in? Often, newbie investors expect the answer to be a secretive stock pick or the “hot” company that is making headlines on TV. In fact, when I tell […]

Nick Wright | August 1, 2017

Can The Traditional Indexing Approach Be Improved Upon?

In last month’s blog, we explored the challenges faced by actively-managed equity funds and why so few manage to outperform their benchmark indices. The difficulty involved in overweighting stocks that outperform the broad market along with the hurdle rate of higher fees helps explain why less than 10% of active managers have beaten their benchmarks […]

Jordan Edwards, CFA, CFP® | June 13, 2017

The News Keeps Getting Worse For Actively Managed Funds

It’s been over 40 years since John Bogle created the first index mutual fund. His common sense explanation that investors in aggregate will earn the return of the market minus the expenses they pay has revolutionized the industry. While low-cost index funds have exploded in popularity in recent years, actively managed funds in which managers […]

Jordan Edwards, CFA, CFP® | May 16, 2017

Do You Really Know Your Advisor?

In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine.  But, do we take the time to check out every detail on the firm who is going to invest and manage our life savings?  Hmmm, that made you […]

Luellen Lockwood, MBA, CPA, EA | April 25, 2017

Is Your Advisor a Fiduciary?

FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s start by understanding what it […]

Taylor Drake, CFA, CPWA® | April 5, 2017

The Real COST of Procrastination

We find it so easy to delay things that aren’t front of mind. These tasks seem so far away, we can always convince ourselves we will “get to that later.” Procrastination or putting these items off until the last minute may have worked on your college papers or even getting that last minute table reservation […]

Nick Wright | February 14, 2017

6 Predictions To Bank On For 2017

It’s that time of the year again when the investment media likes to publish articles with their predictions for the coming year. Not wanting to be left out, we thought it was time for us to jump on the bandwagon and go out on a limb. Without further ado, here are our 2017 predictions: 1. […]

Lars Phillips, CFA, CFP® | January 15, 2017

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