by admin | Mar 27, 2024 | Capstone, Retirement, taxes
Let’s talk about the elephant in the room: estate planning. It’s not exactly everyone’s favorite topic, but it’s crucial. Without an updated will and estate plan, your loved ones could face unnecessary stress and uncertainty in the event of...
by admin | Sep 15, 2023 | Capstone, View on Market
Will a government shutdown impact the market? Volatility comes with the territory but it’s always good to be prepared and proactive. Now is a good time to see if your risk level is aligned with your long-term goals and how it matches your financial plan.
by admin | Jan 6, 2023 | Archives, Investing Fundamentals
By Ryan Turbyfill, MBA Financial Advisor The SECURE 2.0 Act is legislation that substantially changed retirement account rules. The main objective of this new law is to encourage more workers to save for retirement. Some requirements are currently in place or will...
by admin | Oct 6, 2021 | View on Market
By Lindsey Simek Over the last few weeks, we have been hearing buzz about a possible market correction. The terms “downturn” and “pullback” seem to be everywhere and that is causing some uneasiness. We like seeing our portfolios grow, our money working for us,...
by admin | Jun 2, 2021 | Archives, ESG Investing
By Lindsey Simek Financial Advisor It appears we cannot make it through a day without hearing about Bitcoin or cryptocurrency. Its popularity is exploding, and curiosity cannot help but be sparked. Bitcoin is a type of digital currency in which a record of...