Thursday, March 26, 2020
Pullbacks, Corrections, and Bear Markets What’s the difference? What do these terms mean for you? Provided by Jason Palmer The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and...
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My interview in Proactive Advisor Magazine was published this week. I am honored to be featured in an industry publication that I have enjoyed reading so much. David Wismer and Glen Ricks were both consummate professionals and a...
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Wednesday, August 22, 2018
As my clients will attest, I encourage everyone to put their financial affairs in order and create a sound estate plan. Although I leave the individual legal advice to competent estate planning attorneys, I am often asked whether there...
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Wednesday, September 13, 2017
I have had a number of people ask me questions about 401k loans this year. This Nerd's Eye View blog post was written with financial advisors in mind, but it is one of the better explanations of 401k loans I've found, and a good...
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