The Highly Concentrated U.S. Stock Market & Its Lesser Known Effects
U.S. stock market concentration is, by some measures, at record levels. As of mid-2024, the S&P 500 has more than 20% of its value in just three companies Microsoft, Apple, and Nvidia; about 33% in the top ten. It has … Continue reading
No Budget Needed
Hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most approaching and into retirement. While it is important to measure your lifestyle spending, there are smarter and easier ways compared to budgeting. Continue reading
Evaluating Your Investment Portfolio’s Performance – Key Metrics To Consider
Investing is essential for building wealth and securing financial stability. However, understanding how well investments perform can be complex. By evaluating the right metrics, you can gain valuable insights into your portfolio’s health and make informed decisions to optimize returns. … Continue reading
How To Navigate Markets In An Election Year
It’s almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Continue reading
How to Plan for Longevity in Retirement: Will Your Savings Last?
Planning for retirement is a crucial step in securing your financial future. With increasing life expectancy, you must ensure your savings will last throughout your retirement. Here are some key considerations to help you plan for longevity in retirement and … Continue reading
Social Security Timing: Reframing Your Thinking For Better Decision-Making
Your brain uses mental shortcuts to help solve problems. While shortcuts can be quite helpful in many aspects of daily life, in other areas shortcuts may harm your decision-making. Social Security claiming is often one of these negatively impacted areas. Continue reading
The Role of Social Security in Your Retirement Plan
Planning for retirement involves understanding various income sources that can sustain your quality of life. Social Security plays a pivotal role. Let’s explore how Social Security benefits fit into your retirement strategy and offer insights on maximizing your benefits and … Continue reading
Inflation & Your Retirement Savings – How To Plan
Retirement planning is a crucial aspect of financial well-being but inflation can significantly impact the value of your retirement savings. Let’s explore the effects of inflation on retirement savings and offer practical strategies to help you plan effectively. What Is … Continue reading
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Estate planning is about more than just wealth distribution—it’s about peace of mind. Continue reading
Plan Smarter. Live Better.
Our lives are the cumulative result of the decisions we make every day. Just as in investing, the power of these decisions compounds over time. That’s why it’s so important to find a decision-making process that works for you. Continue reading
