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Investment Philosophy and Process
What You Get
The Bishop's Piece
"The Bishop's Piece"
Using the Correct Retirement Plan Assumptions
Jul 7, 2020
Recap on the CARES Act
Mar 30, 2020
The biggest stimulus package to ever be signed into law happened Friday, so I wanted to write a quick recap of some of...
Do a Portfolio Review!
Feb 24, 2020
A traditional stock and bond portfolio has done well over the last decade, but with valuations for US stocks at...
The SECURE ACT
Jan 13, 2020
Just this past month congress passed the SECURE act, which is one of the biggest rule changes I have seen to retirement...
Five Year-End Tax Tips
Dec 10, 2019
With the end of the year fast approaching, let’s remember that we still have time to save on taxes. Even though we can’t...
How to Read a Prospectus
Oct 11, 2019
We get these thick booklets mailed to us at least annually, and usually they go directly into the recycling bin. Being...
Protecting Against "Sequence of Returns" Risk
Sep 3, 2019
With the summer season ending, children going back to school and days getting shorter it is impossible not to feel the...
How to Protect Your Personal Data Online
Aug 1, 2019
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability...
Prepare for the Next Market Downturn
Jun 20, 2019
With a negative yield curve, trade wars and slowing growth in the economy, a poll showed that majority of business...
Do you have an Aging Plan?
May 14, 2019
No one likes to think about getting old, but it’s an eventuality that we cannot escape. Sooner than later we should...
Investing with Purpose
Apr 15, 2019
What is the difference between investing and having a financial plan? While investing can be fun and invigorating...
Strategies to Pay Less Tax
Mar 12, 2019
As we are now in the thick of tax season, I get asked frequently “how can I pay less in tax?” While you should usually...
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