What To Know About The COVID-19 Stimulus Bill
News & Commentary
By: Christopher D. Ross, CFP®
Apr 02, 2020
As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed...
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Dollar Cost Averaging
Investment Management
Mar 26, 2020
Dollar Cost Averaging
Investment Management
By: Jude McDonough, CFP® AIF®
Mar 26, 2020
If you participate in a workplace retirement plan, then you are utilizing Dollar Cost Averaging. Many people have heard...
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What Happened To My 401k?
Retirement
Mar 25, 2020
What Happened To My 401k?
Retirement
By: Jude McDonough, CFP® AIF®
Mar 25, 2020
The last month of our lives has been quite an experience. Most of the leisure activities we have become...
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All Annuities Are Not Created Equal
Investment Management
Mar 20, 2020
All Annuities Are Not Created Equal
Investment Management
By: Jude McDonough, CFP® AIF®
Mar 20, 2020
“I hate annuities!” That quote is the beginning of a commercial by self-proclaimed legendary investor, Ken Fisher. I’m not...
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IS A SEP-IRA RIGHT FOR YOUR BUSINESS?
Retirement
Mar 04, 2020
IS A SEP-IRA RIGHT FOR YOUR BUSINESS?
Retirement
By: Christopher D. Ross, CFP®
Mar 04, 2020
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of...
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The Pre-Retirement Checklist
Financial Planning
Feb 26, 2020
The Pre-Retirement Checklist
Financial Planning
By: Christopher D. Ross, CFP®
Feb 26, 2020
Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your...
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9 Facts About Retirement
Retirement
Feb 23, 2020
9 Facts About Retirement
Retirement
By: Christopher D. Ross, CFP®
Feb 23, 2020
Retirement can have many meanings. For some, it will be a time to travel and spend time with family...
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