Summit Puri
Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...
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David Gearhart
Jun 103 min read
What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...
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Summit Puri
Jun 103 min read
It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...
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Lindsey Curry
Jun 33 min read
WMWM College Planning Update: June 2024
Along with the final high school transcript sent to the college committed to, students who have been placed on wait-lists might send a...
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Kelly Kranstuber
Jun 32 min read
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
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Summit Puri
Jun 33 min read
Alternative Investments – Private Credit
Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...
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Stephen Armstrong
May 283 min read
Selling Your Small Business
Are you thinking about selling your small business and sailing into the sunset? Have you poured blood, sweat, and tears into your small...
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Summit Puri
May 283 min read
Alternative Investments – Private Equity
Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...
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Andrew Young
May 203 min read
Health Savings Accounts (HSAs) – The Triple Tax Advantage Account
Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...
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Logan Doup
May 133 min read
Retirement Plans for a Small Business Owner
Owning a small business is a rewarding investment Americans can make. Ideally, you get to work for yourself, set your hours, do what you...
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Summit Puri
May 133 min read
REIT – Real Estate Investment Trusts
Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...
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Summit Puri
May 63 min read
Correlation of Assets in Your Portfolio
Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...
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Lindsey Curry
May 63 min read
The benefit of buying off-season
Happy Mother’s Day! Congrats Grad! If you haven't already, you will hear and see these things very soon. You will also start to see many...
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Summit Puri
Apr 292 min read
What is the Volatility Index, and how does it impact investments?
Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...
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Stephen Armstrong
Apr 293 min read
Donor Advised Funds: One Way to Optimize Your Giving
Do you have charitable intent? Maybe you are already an active donor. Do you generate a high annual income and want to take advantage...
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Summit Puri
Apr 224 min read
The Phases of Retirement
Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...
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Drew Hodgson
Apr 223 min read
Old 401k rollovers - What to do with them
One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...
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Summit Puri
Apr 153 min read
One metric to rule them all, or not. Part 3
As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...
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Clay Reynolds
Apr 153 min read
Reasons to Schedule a Meeting with Your Financial Advisor
A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...
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Summit Puri
Apr 43 min read
One metric to rule them all, or not. Part 2
As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...
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