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Economic Update
4 Tenants of Successful Investing: You Will Play Like You Practice
You Will Play Like You Practice I’ve coached park and recreation basketball for fifteen years. Over that time, I’ve come to appreciate the parallels that exist between playing basketball, and successful objective driven investing. This article will be the first of a...
read moreCurrent Economic Conditions
Employment Employment numbers are important to review as they provide solid indicators for spending patterns and consumer confidence. Click the graph below for the most current information on employment. Manufacturing The ISM manufacturing index (formerly known...
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Precision Retirement Planning & the Labyrinth
Precision Retirement Planning and the Labyrinth Game Years ago, when my son was young, I had a revelation as we were playing with a simple toy. Do you remember playing the labyrinth game, or possibly better known as the “guide the BB through the maze to the hole”...
read moreHaving A Solid Money Management Plan Is Critical
Having A Solid Money Management Plan Is Critical Money management involves several things. It involves everything from the creation of a budget, to the maintenance of emergency cash reserves. Some of us live rigidly by our budget constraints, and others merely check...
read moreUsing Section 529 College Savings Plans For Education Expenses
Section 529 Plans were created under the Small Business Job Protection Act of 1996 for the purpose of allowing people a tax advantaged way to save for the higher education expenses of a beneficiary. At a high level, the account is owned by one person, and a successor...
read moreThoughts on Volatility in 2019
Thoughts On The Outlook For 2019 David R. Guttery, RFC, RFS, CAM Volatility never really goes away. Indeed, the 15 months between November of 2016 and February of last year were unique in that volatility was largely absent, but over time, such is a constant of the...
read moreMaximize Your 401(k) Plan Benefits At Work
Maximize Your 401(k) Plan Benefits At Work According to industry sources, almost 46% of adults responded to surveys by admitting they either did not contribute to an employer’s retirement plan, or contributed very little into such plans. Only 16% of the respondents...
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