Morningstar’s 2025 “Mind the Gap” Study
Morningstar just released its annual Mind the Gap study. Get your own copy [...]
By Graig Stettner|2025-08-20T14:31:05-04:00August 20th, 2025|Advice, Investment management, Uncategorized|
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 [...]
Finally, a Crystal Ball!
A common metaphor in our business is the proverbial crystal ball. People will [...]
Willful Mistakes
Hopefully, our blog post, You have a will, right? inspired you--or freaked you [...]
Enough Already!
When the market just continues to go nowhere or--worse--down, I think of a [...]
It Doesn’t Matter Until it Does
Insurance may not be the first thing that comes to mind when you [...]
An Opportunity in the Making
The start of 2022 has been rocky, to say the least. Recently, the [...]
Really, You Don’t Need to Look
Have you been losing sleep over the stock market? If there’s any way [...]
Maximizing Your Giving Strategy
The Tax Cuts and Jobs Act (TCJA) that was passed in 2017 changed [...]