Posts by Whitney Bond
asset allocation: safe vs. risky investing
A Client’s Bill of Rights
Written By: A. Suzanne Robertson, CFP® Sometimes it takes a wake-up call. As someone who has worked in the financial services industry for over 30 years, it can be easy…
Read MoreAre Interest Rates Going Up Again? And What Does That Mean?
Written By: Jacob Baugher, Financial Advisor The short answer: Maybe. A lot of experts seem to expect it, and the Federal Reserve’s chairman, Jerome Powell, was recently quoted saying: “It’s…
Read MoreClaiming Social Security
Written By: A. Suzanne Robertson, CFP® Over the past two weeks in this space, Matt Jaskolka talked about withdrawal strategies to help you maximize the tax benefits and longevity of…
Read MoreLump Sum Distributions
Written By: Ryan Rinehart, Financial Advisor Are you someone that currently has a pension plan with your employer? If you are and you’re getting closer to retirement, it’s likely that…
Read MoreRoth Conversions & You: How Smart Investors Are Taking Advantage of Depressed Portfolios
Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 has been difficult. 40-year-high inflation, rising interest rates, a foreign war, domestic concerns, and a seemingly always-declining stock market, are…
Read MoreHSA’s & Health Insurance
In this week’s video Scott discusses 3 ways to make your savings work harder for you. He discusses HSA’s and their benefits and then looks at a way you could…
Read MoreBiden Tax Proposal
The Biden Administration has proposed an increase in the capital gains tax rate and the elimination of the Step-Up in Basis Law. Do you know how it might affect your…
Read MoreYear-End Deadlines: Tax Planning
There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware…
Read MoreElection and the Stock Market Part 11: Where do we stand after the election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
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