Stress Testing Your Financial Plan
Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals
The Rollover Decision
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account.
Tackling Retirement Goals from Both Ends
Small changes in savings and spending for younger, working clients can have a big effect on a financial plan because
Roth Conversions in a Down Market
As the old cliché says, when life hands you lemons, you need to make lemonade. The market has been sour
Book Review: The Investment Answer
Dave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both
How Much Money Do You Need to Retire?
Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if
A Positive Way to Look at the Current Market
Join Nick and Dave as they discuss some positive things going on in the markets and what you can do
Fourth Quarter 2022 Investment Review and Economic Update
We’re rolling into the fourth quarter of what has been a lousy year for both stocks and bonds. Inflation continues
5 Things You Can Do During a Down Market
Join Nick and Dave as they talk about what investors can do during a down market, like the one we
What is a Market Bubble?
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in