Financial Advisor Insights

Taking a Closer Look at U.S. Equity Indices

The S&P 500 is often used as a measure of the entire US stock market, and for good reason, but that sometimes leads investors to believe they need only invest in a fund that tracks the famed index. […]

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Maximizing Tax Benefits Through Charitable Giving

Unhappy with your tax refund? Surprised to learn you actually owe more? Now is the time to make changes for the current tax year to avoid a similar outcome next April. Consider charitable giving […]

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Investing Outside of the S&P 500

If you've ever heard excerpts from the latest Apple earnings report, you may have thought, 'so what?' Well, for many investors, Apple's relative performance could impact your own bottom line. As of […]

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6 Reasons to Take Your Old 401(k)

Why do individuals leave their retirement plan behind when switching jobs? In most situations, it is for one of two reasons: they didn't know what their options were or they never got around to […]

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The Truth About Market Timing

by Kristin McFarland, CFP® on November 13, 2018 in Infographics, Investing

The debate about whether investors can regularly 'beat' the market by timing when to buy and sell is not new. At the most basic level, individual and institutional investors have the same goal: to […]

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Infographic: Impact on Social Security Benefits by Age Claimed

When to take Social Security benefits is a decision every retiree or pre-retiree will ultimately face. Some situations are easier to navigate than others. For example, with a cash shortfall and no […]

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Options After Inheriting an IRA from Your Spouse

If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options for the account you have just inherited. In general, you will […]

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What to do after inheriting a retirement account from a parent or relative

If you have just inherited a traditional IRA, SEP IRA, Roth IRA, 401(k) or 403(b) plan from a parent, sibling, or relative, you may be unsure about what your options are and what to do next. As a […]

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What's the Difference Between a 401(k) and 403(b)?

How is a 403(b) different from a 401(k)?

Although 401(k) and 403(b) retirement plans are very similar, there are some key differences between the two. If you recently changed jobs and aren't sure how […]

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4 Financial Tasks Every Parent Should Complete

Financial planning is an important step for couples and families, but often tasks get put on the back burner as life gets busy. These are the top 4 most important money and financial tasks that […]

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