Economy

2025 Market Outlook: 5 Insights but No Prediction

John-Mark Young

4 days ago7 min read

Economy

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

Ethan Barry

7 days ago3 min read

Economy

What is the Homestead Tax Exemption

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

What you can do in 2025 to take control of your financial life

Tim Hilterman

7 days ago3 min read

Economy

What you can do in 2025 to take control of your financial life

The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

Joseph Browning

7 days ago3 min read

Economy

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

Summit Puri

7 days ago3 min read

Economy

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

Joe Mains

Nov 213 min read

Economy

Insured to Value

A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...

Why Make Backdoor Roth IRA Contributions?

Ben Allen

Nov 214 min read

Retirement Planning

Why Make Backdoor Roth IRA Contributions?

So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...

Additional Types of Insurance for Families and Individuals to Consider

Kelly Kranstuber

Nov 214 min read

Economy

Additional Types of Insurance for Families and Individuals to Consider

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

Logan Doup

Nov 184 min read

Economy

What are Annuities?

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...

Drew Hodgson

Nov 183 min read

Economy

New Thoughts on Term Life Insurance

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's principles, we should be familiar with his...

President Trump’s Election Victory and Investing

Stephen Armstrong

Nov 115 min read

Economy

President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

What is the Efficient Market Hypothesis?

Summit Puri

Nov 113 min read

Economy

What is the Efficient Market Hypothesis?

The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

Election 2024: Navigating Financial Plans Amid Political Uncertainty

John-Mark Young

Nov 35 min read

Economy

Election 2024: Navigating Financial Plans Amid Political Uncertainty

How to think about the Presidential Election as it relates to my investment portfolio

How Fee-Based Advisors work and the benefits to you

Ethan Barry

Oct 283 min read

Retirement Planning

How Fee-Based Advisors work and the benefits to you

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

Clay Reynolds

Oct 282 min read

Retirement Planning

How to manage an Inherited IRA

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

Mica McKenna

Oct 214 min read

Financial Coaching

The Power of Principal-Only Payments

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

Summit Puri

Oct 213 min read

Stock Market Investing

Intentionality Series: Part 3

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Kelly Kranstuber

Oct 144 min read

Retirement Planning

Traditional 401(k) vs. Roth 401(k)

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Jake Buckwalter

Oct 73 min read

Economy

The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

Summit Puri

Oct 73 min read

Stock Market Investing

Intentionality Series: Part 2

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

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