First Quarter 2021: Market Review and Outlook
Tune in to listen to Dave and Nick’s review of First Quarter 2021. If you have any questions or would
MSU Retirement Plan Basics
Michigan State offers three retirement plans that work together based on how much the employee intends to save. Here are
How to Budget for Academic Year Faculty and Staff at MSU
Budgeting is hard enough for most people, but when you only get paid nine months out of the year, how
How to Financially Help Adult Children
My adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially
Estate Planning Basics with Special Guest Molly Petitjean
On this week’s edition of the Kitchen Table Podcast, Nick and I interviewed Molly Petitjean, an estate planning attorney with
Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
How Does A Roth IRA Work?
A Roth Individual Retirement Account (IRA) allows you to put money away long-term. If you follow the rules, your distributions
Lessons From a Year with Covid
How has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets
Investing in New Industries
How do you make educated guesses on investing in new industries and which ones are going to pay off? In
Changing for Good Book Club
For our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross,