When we talk about rebalancing a portfolio, one of the first questions we often hear is, “Do you think the market is about to go down?” The answer is usually much less exciting. We have no idea. Rebalancing isn’t a…
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Day Trading Might Cost You More Than You Think
There are few things more tempting than watching someone on social media make day trading look effortless. A few clicks. A few lucky trades. Screenshots of huge gains. It can seem like anyone with a trading app and enough confidence…
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“Money for Nothing”: Why Wealth Needs Purpose to Feel Satisfying
Our summer series finishes up with another song that probably takes many of us straight back to the 1980s. Maybe you remember the opening guitar riff. Maybe you remember the groundbreaking music video. Or maybe you just remember when MTV…
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Cash Balance Plans Explained: How High Earners Can Save More for Retirement
Maxing out your 401(k) can feel like a major retirement milestone…until you realize you’d still like to save more and potentially reduce a sizable tax bill. For high earners, business owners, and professionals, a cash balance plan can open the…
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“With or Without You”: Can Your Retirement Plan Stand on Its Own?
As summer continues, so does our series exploring timeless financial lessons inspired by some of the biggest hits of the 1980s. If you’re in your 50s or 60s, these songs probably bring back more than just great memories; they remind…
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The Hidden Risks of Leveraged ETFs Every Investor Should Understand
There are risks in the market that feel obvious, like volatility, interest rates, and inflation. Then there are the risks that don’t feel like risks at all until it’s too late. And they could be hiding in plain sight. I…
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“What a Feeling”: When Money Becomes Time, Freedom, and Choice
Ahhhh…the 80s. Big hair, big clothes, a space where grunge and preppy could coexist. Just thinking about some of the big hits on the Top 40 Countdown is enough to get anyone in their 50s and 60s nostalgic. That’s why…
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