Blog
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.
Unlocking Wealth: The Power of Compound Interest
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
Read MoreHow Much is $100k Really Worth?
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...
Read MoreVital Concepts: Value vs. Price
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.
Read More5 "W"s of Retirement
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!
Read MoreDo's and Don'ts During Market Volatililty
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:
Read MoreShow All
5 Things Investors Should Beware Of
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.
Read MoreThe Truth About Bonds and Retirement
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.
Read MoreAccuracy Check: Forecasts
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!
Read MoreDemystifying Retirement Accounts
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
Read MoreSet Financial Goals, Not Resolutions
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...
Read More3 Things to Know About Bear Markets
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...
Read MoreWhy A Will is Not A Proper Estate Plan
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...
Read MoreThe Myth of "Market Timing"
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...
Read MoreThe Scoop on Interest Rates & the Stock Market
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...
Read MoreTune Out the Noise
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...
Read MoreA Short Guide to Dealing with Market Corrections
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...
Read MoreWebinar Information
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...
Read MoreElection Year Economy (and Advice)
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...
Read MoreBear Markets Hurt, But History Reminds Us the Pain is Temporary
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...
Read MoreMaking Sense of the 2020 Oil Crash (Q & A)
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...
Read MoreCoronavirus Market Recap
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...
Read MoreCARES Act Fast Facts
Wondering what provisions of the CARES Act apply directly to you? Check out this infographic for quick reference.
Read MoreImportant Provisions of the CARES Act
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...
Read MoreBob's 5 Do's and Don'ts During Market Volatility
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...
Read MoreA Quick Word From Bob
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...
Read MoreResponding to Recent Market Uncertainty
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...
Read MoreCoronavirus Market Update
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...
Read MoreSpecial Privilege to Honor a Veteran
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...
Read More