Our Blog

It's Required Minimum Distribution Season

Posted on: December 18, 2017| Posted by: Jon Powell | Tax Efficiency, Investment Decisions

It’s Required Minimum Distribution (RMD) season (or Minimum Required Distribution - MRD, same thing). Beginning the year an individual turns 70 ½[…]

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The Wall Street Journal & Morningstar Are Fighting

Posted on: October 27, 2017| Posted by: Jon Powell | Current Events, Investment Decisions

The Wall Street Journal and Morningstar are fighting. On Wednesday, an in-depth piece ran in the Wall Street Journal that attacked Morningstar’s rating[…]

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Early Fall Update To The Trump Tax Plan

Posted on: October 3, 2017| Posted by: Jon Powell | Tax Efficiency, Current Events

Once again, the President and several officials placed in charge of revamping the US tax code have released an outline for what they hope tax reform[…]

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Equifax Security Breach

Posted on: September 18, 2017| Posted by: Jon Powell | Current Events

By this point, it is news to no one that Equifax was hacked resulting in the personal and financial information of millions of people to fall into the[…]

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What to Make of Bitcoin From an Investment Perspective

Posted on: September 10, 2017| Posted by: Jon Powell | Current Events, Investment Decisions

Bitcoin is has been in the news a lot recently. As of August 24th, the price of ‘physical’ Bitcoin had increased by 336%, year-to-date. Of course, as[…]

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Best Practices Savings Guide

Posted on: July 21, 2017| Posted by: Jon Powell | Budgeting, Financial Planning

In most lines of work, you read about “best practices”. Well, let’s take a moment to apply best practices to your finances. You may be just beginning[…]

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Trump Tax Plan Revisited

Posted on: May 11, 2017| Posted by: Jon Powell | Tax Efficiency, Current Events

This article is based on information released in April of 2017 concerning the Trump Administrations plans for tax reform. For analysis concerning[…]

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Fiduciary Advisors - What They Are and How to Find Them

Posted on: May 1, 2017| Posted by: Jon Powell | Current Events, Major Financial Decisions

If you have ventured outside of this blog to other areas of our website, you may have noticed constant references to the fact that we are fiduciary[…]

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How to Handle a Large Inheritance, Settlement, or Windfall

Posted on: March 30, 2017| Posted by: Jon Powell | Behavioral Finance, Financial Planning, Major Financial Decisions

Rapidly advancing from rags to riches, or riches to… far more riches, is obviously exciting. However, the improper management of this wealth can be[…]

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Morningstar Star Ratings - What is a Five-Star Fund?

Posted on: March 9, 2017| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

I had an interesting conversation with someone who was asking about the mutual funds we employ. Specifically, he asked if we use “Five-star mutual[…]

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