Newsletter & Blog
Our latest research and news.
Do You Qualify for Penalty Free Distributions from Your Qualified Accounts Under the CARES Act?
As time winds down on 2020, Steve and Travis revisit the CARES Act to discuss who potentially qualifies for penalty free distributions from qualified accounts.
read moreAs Market Volatility Trends Higher, Where Should Investors Sharpen Their Focus?
This week, Travis and Steve discuss how we cannot control market volatility and why you should focus on factors within your control instead.
read moreClient Follow-Up: Are $0 Commissions Positive or Negative for Investors?
In this video, Travis and Steve provide additional insight to their previous discussion regarding $0 commissions and why they can be both favorable and unfavorable for investors.
read moreOctober ’20 Market Commentary
Similar to numerous elements of life, investing involves making difficult choices. The good news when investing is you can have anything you want. The bad news, you can’t have everything you want. That’s because all investment strategies work some of the time, while no investment strategy works all of the time. Investing isn’t an all or nothing game where we have to hit the bullseye every time to be successful. We can score points for merely landing in the correct vicinity. The critical idea is to embrace…
read moreIs A Perfect Storm Brewing?
This week Steve and Travis discuss election results, the potential for a successful COVID-19 vaccine, and how markets might respond to these developments in the future.
read moreAre $0 Commissions Positive or Negative for Investors?
In this video, Travis and Steve discuss $0 commissions and why they can be both favorable and unfavorable for investors.
read moreShould You Invest with ETF’s or Mutual Funds?
This week, Steve and Travis discuss why money has been flowing from mutual funds to ETF’s and which may be better for your portfolio.
read moreHow Does Diversification Impact You?
In this video, Travis and Steve discuss different diversification methods along with their impact on your long-term wealth plan.
read moreQuarter 3 2020 Market Commentary
The price of every decision is the opportunity cost because every choice involves giving up something. Choose wisely, and collect the rewards. Choose poorly, and risk wasting time, money, or energy on a situation worth avoiding. The more choices we have, the more compelled we are to act because taking action feels prudent, while not taking action can feel reckless. The world of investing can be complicated, but greater complexity does not…
read moreWhat do elections mean for Social Security?
In this video, Travis and Steve discuss where social security started, why reform is needed, and how potential changes may affect you.
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