Determining Your Asset Allocation
In a previous post we noted that the research on Gamma identifies 5 financial planning strategies that add to retirement income. The first of these is Total Wealth Asset Allocation. …
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6 Shopping Mistakes to Avoid This Holiday Season
With the holiday season quickly approaching, it will soon be time to start shopping for the perfect gifts for your family and friends. During this time, it’s important to take…
2014 Year End Tax Tips
Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings…
Where is Opportunity in a Low Return Environment?
We’ve now had five and a half years of double digit average annual gains in the US stock market. For many investors this outcome was hard to imagine in the…
Estate Planning: Til’ Death Do Us Part
Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your…
The Odds of Success for Individual Stocks
Chad Smith and Will Holt
You know that feeling you get when you hear of the latest tech IPO? That whisper in your ear that says you know it’s going to be the next big…
Our Top 4 Must Reads from October 2014
Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in…
Is Your Pet Busting Your Budget?
About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I…
Chad Smith’s Latest Article in Money Magazine
You’ve likely been there at some point in the last 5 1/2 years. After seeing stock market gains for an extended period, you catch the news and the market has…
6 Things to Consider Before Retirement
Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve. Those…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.