Buying versus leasing a car is something that everyone has to deal with. Neither leasing nor buying has a clear advantage over the other, which makes this a somewhat difficult topic to discuss [...]
2020 will be a year we will never forget. From a global pandemic and civil unrest to an economic downfall that we continue to battle through today, it has been a challenging year that has [...]
It’s a little early for Halloween, as we are only in January, however we believe that a lot of the current action we are seeing in the stock market is going to come back to haunt many investors. [...]
This is the second time that we are writing about an election in only a three month period of time and hopefully the last time we write about an election for a while! This week, the people of [...]
We are sometimes asked why we can’t participate in all of the runup in the stock market when prices are going up. First, for many of our clients we are not trying to outperform the index with [...]
Our March 2017 blog posting (Health Savings Accounts) talked about the tax and financial benefits of using Health Savings Accounts, especially when an individual can allow the contributions to [...]
A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients. Our practice is completely independent and fee only allowing us to [...]