Rory McIlroy’s 2025 Masters win was one for the ages, belonging on my “Mount Rushmore” of Masters, which for me includes 1986 Nicklaus, 1987 Mize, 1997 Tiger, and 2019 Tiger.— It was a powerful story
It’s that time of year again… If you are over 70 ½ then you know that it is RMD season! In traditional retirement accounts, the IRS requires you to take minimum distributions once you turn
It is actually possible that you are checking your portfolio too much and, as a result, your health can be adversely affected… What do I mean? It’s actually quite simple, you see, the more frequently
History tends to repeat itself, and when the market struggled this summer and the Federal Reserve cut interest rates, an all too similar fear began to sneak back into investor’s minds… Market meltdowns are always
Recently, the yield on 10-year Treasury notes dropped below that of the 2-year U.S. notes for the 4th day over the past two weeks. Simply put, this means an investor is willing to take less
Since 1950 stocks have averaged 10.8% annually and bonds have averaged 6.2% annually. This is not new to most of us. We know that over the long term stocks outperform bonds. So why do we
How social security works and when the best time to claim your benefits are can be overwhelming and confusing. Check out this article pointing out the top 10 myths associated with Social Security. Click here
A few years ago, we got a call from Lisa. Her husband had tragically had a heart attack and passed away. They had just recently become clients. Ricky and Lisa were retired educators and were
CASE STUDY #2 Randy was referred by an existing client who had retired years ago. Randy called in and indicated that his company had offered him an early retirement package and he wanted to see
Are you making any year end gifts? Consider one of these ideas before you do! Gift from your brokerage account: Instead of giving from your checking account, consider giving appreciated stocks/funds from your brokerage account.
Last week, new legislation created a special charitable giving opportunity for individuals with an IRA. Instead of paying taxes on your RMD, give it directly to a charity and skip the taxes! People age 70½
Should I add my child to the house to avoid probate and make it simpler when I die? This is a question we often get from clients who are inquiring on behalf of their aging
Here is a great perspective from Joshua Brown on what has happened in the last 12 months in the markets and what most investors do when they have this type of environment. My favorite part:
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