Our Blog

Prediction Season - Navigating the Tips and Recommendations

Posted on: December 8, 2016| Posted by: Jon Powell | Current Events, Investment Decisions

Prediction season is upon us. Towards the end of each calendar year, financial news outlets bring all sorts of voices to our TVs and radios to make[…]

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Explaining Diversification and Why We Do It

Posted on: December 1, 2016| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Diversification is hailed as “the only free lunch on Wall Street", based on the famous quote by Harry Markowitz. Some of us accept this as a fact and[…]

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The Pros and Cons of Getting a Store Credit Card

Posted on: November 17, 2016| Posted by: Jon Powell | Behavioral Finance, Budgeting

With Black Friday approaching, many consumers are looking for ways to save a bit of money on their holiday purchases. Inevitably, a lot of people have[…]

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Managing Investments in a Trump Presidency

Posted on: November 10, 2016| Posted by: Jon Powell | Current Events, Investment Decisions

Donald Trump will be the president of the United States. The world is not ending. We got up this morning and we went to work. Some of us are a little[…]

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Is The Stock Market Affected By a Presidential Election?

Posted on: November 3, 2016| Posted by: Jon Powell | Current Events, Investment Decisions

Next week, Americans will head to the polls for the Presidential Election. Right now (and likely continuing for the next several months) there are[…]

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How Much Do I Need To Save For Retirement?

Posted on: October 27, 2016| Posted by: Jon Powell | Budgeting, Retirement Plans

Saving for retirement ends up being a primary goal for many people during their working years. Worrying about when and if we can retire leads to many[…]

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Saving For College - 529 Plan

Posted on: October 20, 2016| Posted by: Jon Powell | Tax Efficiency, College Saving

We wrap up our three-part college savings series by taking a look at how to utilize a 529 plan to save for college. We’ve already addressed whether[…]

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Saving For College - College Costs & How Much To Save

Posted on: October 13, 2016| Posted by: Jon Powell | Budgeting, College Saving

Last week, I asked you to take a hard look at your current financial situation and decide whether or not savings for your child’s college is the best[…]

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Saving For College - Can I Do It?

Posted on: October 6, 2016| Posted by: Jon Powell | College Saving, Major Financial Decisions

We want the best for our children. One of the most important goals for a parent is ensuring that our children are as well-equipped as possible for the[…]

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The Ultimate Retirement Account - Health Savings Accounts (HSA)

Posted on: September 29, 2016| Posted by: Jon Powell | Tax Efficiency, Retirement Plans

I’m sure most people who have made it to our website have a general understanding of the differences between a Traditional IRA and Roth IRA. With a[…]

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