Dealing with Turbulent Times in the Market
May 12, 2022
The first four months of 2022 have been extremely challenging for investors. In fact, this is one of the worst starts to …
Insights
Advisor insights and commentary on current market trends.
Diversification: What it is and why it matters
March 22, 2022
When you’re building a portfolio of investments, it’s important to make sure it’s diverse. We’ll explain why that is in detail, but …
Withdrawing money in retirement: Timing matters
March 13, 2022
Living off your nest egg is simple enough in theory: Switch to a portfolio focused on income and begin to withdraw your …
Social Security benefits: What you need to know
February 20, 2022
Jamie Cox
Social Security, along with Medicare, is one of the most common government benefits offered in the US. And yet, many people don’t …
Risk and investing: What you need to know
February 8, 2022
By Jamie Cox Financial advisors love to talk about risk, but we’ve noticed that not everyone loves that terminology. Instead, clients like …
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; …
Inflation: What you need to know
December 19, 2021
By Jamie Cox Inflation comes up more often in client conversations than almost any other economic term. It’s easy to see why …
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, …
Dividends and retirement income
September 20, 2021
Dividends are one of the most fundamental concepts in investing, particularly when it comes to investing in retirement. Because they’re so basic, …