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...
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Ben Allen
4 days ago4 min read
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...
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Kelly Kranstuber
4 days ago4 min read
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...
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Logan Doup
Nov 184 min read
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...
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Drew Hodgson
Nov 183 min read
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...
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Summit Puri
Nov 113 min read
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...
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Ethan Berry
Oct 283 min read
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 ....
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Clay Reynolds
Oct 282 min read
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...
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Mica McKenna
Oct 214 min read
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...
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Summit Puri
Oct 213 min read
Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
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Kelly Kranstuber
Oct 144 min read
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...
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Jake Buckwalter
Oct 73 min read
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...
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Summit Puri
Oct 73 min read
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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David Gearhart
Sep 303 min read
Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...
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Matthew Harris
Sep 308 min read
Can I be a Millionaire?
Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....
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Stephen Armstrong
Sep 235 min read
How Dollar-Cost Averaging Can Help Investors Get Into the Market
As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...
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Robyn Minnear
Sep 235 min read
Have you thought about Disability Insurance? If not, the time is now.
Most Valu able Asset Your most valuable asset isn’t your home, car, or retirement account. It’s the ability to make an income. Your...
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Nick Allen
Sep 164 min read
Monetary Policy vs Fiscal Policy: What’s What with the Economy
It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...
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John-Mark Young
Sep 165 min read
OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....
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Summit Puri
Sep 92 min read
Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...
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