Companies and government entities issue bonds to raise money for different reasons, including financing their operations. When you invest in bonds, you essentially loan money to the issuing organization and become a creditor. Over time, that money must be paid back to...

Your 401k plan (aka - employer-sponsored retirement savings plan) is one of the most convenient ways to help build a nest egg for your retirement. But did you know that your plan also offers tax benefits? In less than four minutes, this video will illustrate how you...

The IRS recently released its annual list of tax scams. The list reminds taxpayers to use caution and avoid becoming victims of fraudulent tax schemes.  Click this link for a 3 minute video overview of the tax scams. Still have questions?  Reach out, we're here to...

Filing income taxes is an annual chore that few people enjoy, unless it results in a big refund. But hold on -- is receiving a tax refund a reason to celebrate? Let's review the pros and cons in this two and a half minute video . Still have questions?  Reach out,...

2018 was quite the rollercoaster! We have a great 4 minute video that really encapsulates 2018. We highly recommend you invest time to take a look. Need a second opinion on your investments?  Reach out for a free analysis . (How can you say no to free?!)

The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life”...

All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to...

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened...

Should you pay off debt, or invest for retirement? That’s an excellent question. They’re both very important financial goals.  Check out this 3 minute video to help you understand what may be best for you. Time for a second opinion?  Reach out, we’re here to...

Why has the US stock market (represented by the S&P 500) gone down 6.94% in October, up 1.79% November, down 9.18% in December and up 7.87% January? (source: ycharts) Or in other words, why has the S&P 500, and most other stock markets around the world, been...