Understanding the U.S. Credit Downgrade and Its Impact on Investors
Graig Stettner, CFA | Financial Advisor & Partner Moody's recent decision to downgrade [...]
A Troubling Use of AI and How to Protect Yourself
I am both intrigued by the possibilities of AI and concerned about the [...]
Mind the Gap
Morningstar recently published a report, “Mind the Gap 2024,” which is a report [...]
Do You Want to Try a Crystal Ball?
How would you like to have a Wall Street Journal crystal ball? Well, [...]
If This Is You, Consider a QCD
A QCD is a qualified charitable distribution. It’s a basically an otherwise taxable [...]
Have Investors Learned the “12 Lessons?” I doubt it.
I read an article like this one, "12 Lessons the Markets Taught Investors [...]
Stuff You Need When Your Child Goes to College
The Wall Street Journal recently ran two articles about getting kids ready for [...]
Have You Considered a Roth IRA Conversion?
What is a Roth IRA conversion? A Roth IRA conversion is when one [...]
Finally, a Crystal Ball!
A common metaphor in our business is the proverbial crystal ball. People will [...]
What to do with my old 401(k): A rollover checklist
Good news! The year is still young. Maybe your goals and well-intentioned resolutions [...]