Signs You’re Doing Things Right
We’ve all heard the stories about angry customers. A man so angry about the quality of his car that he sneaks into the dealership overnight and leaves a lemon on […]
Retirement Planning
Finding The Best Tool
By Nicholas HamnerInvestment Advisor [email protected] If you’re a regular reader, you know I’m a fan of tools. I’ve talked about what tools I own, what I carry, and—most recently—what I
Your 2026 Personal Finance Calendar: January, February, and March
Staying on top of your finances means having a plan throughout the whole year. It’s not just making a budget and balancing your checkbook. There are a lot of things
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You Get Bad News. Now What?
By Nicholas HamnerInvestment Advisor [email protected] We’ve written before about the specialized training Kyle & I receive to enable us to work with Federal employees. And we’ve written about the workshops
Rob Takes a Closer Look at the Financial Phenomenon of Stablecoins
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] In the financial services field, there’s always a steady rotation of timely topics to write about—the stock market, Social Security,
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The IRS Is Coming for High-Wage Earners
By Nicholas HamnerInvestment Advisor [email protected] We’re going to talk about two things this week. Ready? First, something financial. If you are still working and made more than $150,000 this year,
Rob Talks Perspective, Patience, and Performance
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Back in January, I wrote about keeping things in perspective when it comes to annual portfolio returns. In summary, coming off
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Kyle Discusses Changes In The Tax Code
By Kyle S. PlotkinInvestment Advisor [email protected] Heading into 2025, there was a lot of uncertainty around the tax situation facing Americans for 2026. The income tax rates and brackets created by
Should You Stop Funding Your 401(k)?!
By Nicholas HamnerInvestment Advisor [email protected] If you use a Windows computer, chances are you see the MSN frontpage when you open your browser. And there was a terrible article on