The Interest Rate Conundrum

October 6, 2023

One of the main topics in financial news these days has been the significant rise in interest rates over the past two years. In an effort to seek better returns, many investors chose to invest in the stock market, even if they were somewhat uncomfortable in doing so. So what about now, with yields significantly higher than they have been in recent memory?

Tax Brackets Clearly Explained

December 27, 2021

By Jamie Cox Understanding tax brackets is essential to successful tax planning. Tax planning is an important part of what we do; …

Mutual funds vs. ETFs

October 30, 2021

Mutual funds and exchange-traded funds (ETFs) are two of the more commonly used investment products, particularly in retirement funds. They’re similar in …

Planning for RMDs

October 12, 2021

Required minimum distributions (RMDs) can be confusing, even for clients already taking them. Let’s walk through what they are, how they work, …