Sports teams and businesses succeed only if they have a good game plan. The same goes for personal finances. First published February, 2019.
There is only a binary choice of results in retirement. You outlive the money, or the money outlives you. For which result are you positioned? First published January, 2019.
We’d like to introduce you to our new Client Service Specialist, Brandi Bradley. First published January, 2019.
Do you know the two different phases of retirement? Matt talks about Accumulation vs. Distribution. First published January, 2019.
While Bill describes this as a great holiday gift, the fact is 529 College Savings Plans are great gifts for any time of year. First published December, 2018.
Our tips for year end tax planning will also work for you at the end of 2019 and beyond. First published December, 2018.
Bill and Matt share our approach to risk management in investment portfolios. First published November, 2018.
Barbara discusses three things that people often miss when planning for their retirement. First published November, 2018.
The power of compound interest is the engine behind all we do for clients. Mstt explains. First published November, 2018.
Volatility – often thought to be the enemy of investors – can also be your friend. Bill explains. First published November, 2018.
Although it’s a few months old, this commentary from First Trust Chief Economist Brian Wesbury touches upon most of the same concerns that have driven equity markets over the past few tumultuous weeks. First published March, 2018; reposted here October, 2018.
Matt and Bill discuss the firm’s approach to retirement planning. First published October, 2018.
While geared toward end-of-the-year activities, Matt’s tips on tax planning have resonance throughout the year. Any year. First published December, 2018.
SMARTPHONE SAFETY: Bill shares some new hands-free features available on your iPhone or Android device that will help you safely operate your smartphone while driving. First published August, 2018.
This informative video from our custodian, TD Ameritrade Institutional, provides a tour of their secure client account website, www.advisorclient.com. If you’re not utilizing the portal, give this a view. It provides both real time information on your accounts, and access to records like statements, trade confirmations, and tax records. Please contact us if we can help set up credentials to access this free feature.
First Trust Chief Economist Brian Wesbury (one of our favorite pundits) explains why he feels looking to Washington for clues on the market’s future is looking in the wrong place. First published 4/19/17.
One of the newer hikes is Southwest Virginia is one of the most intriguing. The Channels are mini sandstone slot canyons located 3 miles from Hayter’s Gap on Virginia 80 north of Meadowview. Bill shares directions and more. First published May, 2018.