Investment Strategies

Those that have accumulated wealth may want to limit their taxes and keep what they have, if not for themselves, but for their heirs. The stock and bond market

Markets are volatile. Investment losses can hurt, but they're going to happen if you're investing. In this podcast episode, we identify five common investor

While there isn't a silver bullet that can shield all your money from taxes, this podcast episode focuses on proactive and reactive strategies to help defer

We are often asked the question "should I manage my own investments or is that something I should let a professional handle?" While there is no black and white

The stock market is off to a rocky start in 2022. How can we be opportunistic with a market that is flat or down? It's all about perspective! Listen to Ben

What’s the best way to go about saving money? The pecking order of savings, like many things in financial planning, is dependent on an individual's situation.

We’ve gotten a few questions on iBonds these last few weeks. In an interest rate starved world, they sure have grabbed some recent headlines posting promises of

No one likes to lose money, but once in a while it can actually be a good thing! If you own a non-retirement account or basically any investment outside of your

Many people consider investing in real estate to diversify their portfolio, but is real estate a good investment? There are many factors to consider. Listen

Interest rates are next to zero so does that change the old adage that cash is king? Is there a certain amount of cash someone should always have sitting in the