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What’s on our mind? You can read about it in our blog. Whether it’s current events happening in the office, ideas from the industry, or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, March 21, 2024

Over thirty years of data is clear: the average Joe investor gets below-market returns. Learn the mistakes to avoid and actions you can proactively take to get better investment performance.

Tuesday, January 30, 2024

In this post, I’ve included some of the most significant changes for investors and retirees.  Please note that these changes relate to your filing for the 2023 tax year.

Wednesday, September 13, 2023

In the world of finance, there's a magical phenomenon that can turn small investments into big wealth over time: compounding interest. The impact that compounding interest can have on investment returns is huge - especially when it comes to

Tuesday, August 1, 2023

I recently came across an interesting study done by SmartAsset showing how much a six figure salary is really worth in 76 of the largest cities across the U.S adjusted for taxes and cost-of-living.  The different cities were then ranked...

Monday, July 17, 2023

When it comes to investing in the stock market, understanding value vs. price is crucial. These two terms represent different perspectives on a stock's worth and can significantly influence investment decisions.

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Tuesday, June 6, 2023

Did you ever learn the "W" questions in school? They are: Who, What, When, Where, and Why.  These are also happen to be the some of the most important questions to ask yourself ahead of retirement!

Tuesday, May 9, 2023

One of the foundational truths of investing is this: when there is uncertainty, there will be volatility in the stock market.  Many times, people feel anxious about uncertainty and think they should take action. Here are 5 Do's and Don'ts:

Monday, April 24, 2023

As you can imagine, we meet with a lot of people and see a lot of portfolios.  We’ve found that there are some common mistakes that we see repeated and to save you the headache of making the same ones, this post discusses the top 5.

Monday, April 10, 2023

Traditionally bonds have been considered a "safe" investment for retirement. But it turns out, they pose more risk than you might think! In this blog post we explore bonds vs. stocks in planning a sustainable retirement.

Thursday, March 2, 2023

If you had to guess who is more accurate with their predictions: a weatherman or a stock market analyst, what would you say? The actual answer might surprise you!

Friday, February 10, 2023

There are several types of retirement accounts available and each kind has its own set of rules, tax benefits, and limitations.  Understanding the differences can be confusing, so I've put together a quick visual to compare the main types

Wednesday, January 4, 2023

I’m not one for “New Year’s Resolutions”.  Don’t get me wrong – I’m all about setting goals, and I do so for myself regularly.  But there is a lot of difference between a goal and a...

Wednesday, October 12, 2022

After two years, the bear is back.  That means it’s time to review three things every investor should know about how to take advantage – that’s right, advantage – of this bear market.As you probably know, a...

Tuesday, September 13, 2022

A very common answer we get to the question "Do you have an estate plan?" is, "I have a Will".  Most people are under the impression that a Will efficiently directs how to distribute their assets at their death.  The problem...

Tuesday, June 7, 2022

It's common when the market goes down for some investors to feel that they should've "gotten out" ahead of the downturn.  That somehow, they could've avoided this and that they (or their advisor) should've seen it coming...

Monday, May 9, 2022

The stock market suffered a sharp decline last Thursday after the Fed announced it's second interest rate increase this year of .5%.  The Dow and S&P 500 both dropped over 3% and the NASDAQ fell 5% the next day as fearful...

Friday, April 8, 2022

Imagine you’re an elite athlete. Maybe it’s March Madness, it’s the championship game, and you’re about to shoot what could be the game-winning free throw. The crowd is screaming in your ears. Opposing fans are...

Friday, February 25, 2022

Thursday, January 27, 2022

If you’ve been paying attention to the news, you know the markets have endured a topsy-turvy month of January. As a result, the S&P 500 and Dow Jones are both on the verge of what analysts call a market correction.1 (Something...

Wednesday, May 19, 2021

Hello everyone! As we are continuing to brainstorm new ways to get more involved with our clients, we have discovered that webinars are a great way for people to stay updated on current market trends, where the economy is at, and how...

Wednesday, September 9, 2020

Last month, election season was officially kicked off with the Republican and Democratic National Conventions. With less than two months to go, it's obvious to see the intense polarization in politics right now, complicated by Covid-19...

Friday, May 15, 2020

When we are in them – bear markets, that is – the anxiety is so high. While by some measurements the recent bear market we experienced is technically over, many people are still anxious that it could return. And this time...

Monday, April 27, 2020

How can something cost less than $0? That’s the question many people have been asking in the past week. It all started on Monday, April 20, when headlines like this dominated the news: "U.S. Oil Prices Fall Below Zero For the...

Wednesday, April 22, 2020

As you probably know, the markets have enjoyed a stellar April. After hitting a low of 18,591 on March 231, the Dow has climbed over 25% since then. (As of this writing, the Dow sits at 23,650.2) Technically, that means the...

Friday, April 17, 2020

Wondering what provisions of the CARES Act apply directly to you? Check out this infographic for quick reference.

Thursday, April 2, 2020

Breaking down the CARES Act As you know, the coronavirus pandemic has created both a health crisis and an economic crisis. As of this writing, there are over 160,000 known cases.1 By the time you read this, there will certainly be more...

Friday, March 27, 2020

As you know, the coronavirus pandemic is not only a health crisis. It’s also causing an economic crisis. That’s why, over the last month or so, many of my clients, friends, and family have asked me what investors should be...

Monday, March 16, 2020

Yesterday, as I watched church via livestream online, our pastor talked about drawing strength and peace from God's Word and that we should encourage one another. In light of that, here are some passages I've been focusing on that I'd...

Friday, March 13, 2020

We know when there is global panic, it can't help to spill over into the families here in our community. We know lots of people are concerned. While we haven’t had a bunch of calls into our office (we are proactively dialing out...

Friday, February 28, 2020

It started in China, then spread to South Korea and Japan. Cruise ships have carried it; tourists have transported it. Now it’s in Italy and Iran, Thailand and Taiwan, and more countries besides. It has infected almost 80,000...

Thursday, June 27, 2019

On Monday, June 17th, I received a call from Tom Roper with Roper & Sons Funeral Home in Lincoln. Tom said that a 91 year old veteran named Dale Quick had passed away with no known relatives. He asked if I would help by contacting the...