Bank CDs vs Brokerage CDs
With the Federal Funds rate hovering just over 5%, CDs are popular once again. We’ve had a steady stream of requests from clients...
Read More
5 Easy Things You Can Do Right Now to Clean Up Your Financial Home
We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our...
Read More
Debit or Credit? Which to Use and When?
Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s...
Read More
Are you 50 or older? Time to CATCH UP on Your Retirement Accounts
I’m creeping close to the big 5-0. Many say it’s one of the milestone moments and if you’re lucky it is sometimes accompanied...
Read More
Per Capita or Per Stirpes with your IRA?
When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite...
Read More
Three rates of return you should know: IRR, SRR and TWR
For obvious reasons, everyone wants to know their rate of return—and rightfully so. Regardless of whether it’s a “do it yourself” investor or...
Read More