Our Blog

Conversation Starter - World Market Cap

Posted on: February 23, 2017| Posted by: Jon Powell | Conversation Starter, Investment Decisions

I often come across interesting images or thought-provoking data that I want to share with our community, but may not dictate 1,000+ words on the[…]

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The Your Age in Bonds Rule for Portfolio Allocation Might Be Hurting Your Retirement

Posted on: February 16, 2017| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Rules of thumb are common in the investment world. There’s the “rule of 72”, which gives us an idea of how often money will double. The safe retirement[…]

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The Dow at 20,000 - The Dow is a Bad Index

Posted on: February 2, 2017| Posted by: Jon Powell | Current Events, Investment Decisions

Last week, the Dow Jones Industrial Average (“The Dow”) cracked the 20,000 point mark. It’s fun and exciting, and it’s seemingly and indication that the[…]

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How to Responsibly Help Your Kids with Money

Posted on: January 26, 2017| Posted by: Jon Powell | Teaching Kids About Money, Charitable Giving

On average, young adults today have more debt and earn less money than their parents did at the same age (adjusted for inflation); rent and housing[…]

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Teaching Kids How To Invest

Posted on: January 19, 2017| Posted by: Jon Powell | Teaching Kids About Money, Investment Decisions

According to Gallup poll conducted in late 2015, most people are financially illiterate. The majority of us received no formal education in personal[…]

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Financial Resolutions for the New Year

Posted on: January 5, 2017| Posted by: Jon Powell | Uncategorized

Happy New Year! I hope our clients and readers had a wonderful holiday and are excited to enter 2017. A New Year brings new opportunities to get a hold[…]

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2017 Possible Tax Reform Chart

Posted on: December 29, 2016| Posted by: Jon Powell | Tax Efficiency, Uncategorized, Current Events

Last week we went over the primary effects and differences between Donald Trump's tax plan and the tax reform proposal from the House GOP. Unless you[…]

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Possible Income Tax Reform & The Trump Tax Plan

Posted on: December 22, 2016| Posted by: Jon Powell | Tax Efficiency, Current Events

This article is based on information released in December of 2016 concerning the Trump Administrations plans for tax reform. For analysis concerning[…]

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Charitable Giving for the Holiday Season

Posted on: December 15, 2016| Posted by: Jon Powell | Charitable Giving

Through some combination of hard work and great fortune, a small subset of us may find all of our materials needs and wants are met. Perhaps, in lieu[…]

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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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