There is plenty to learn when it comes to investing your money; what stocks should I buy? Is it better to reinvest my dividends? Should I own bonds? Wait, what is a bond? It can get overwhelming pretty quick. However, before you even get to those big questions, you are faced with what strategy you […]
What to do when the stock market just flat stinks. I know the feeling…You log into your account, hold your breath, and see that the account value has slipped even more. It has been months of seeing scary headlines and watching the value of your portfolio, EVERYTHING you have worked for, just slipping further and […]
First off, congratulations! You’ve endured a process that many of us loathe, including updating resumes, a handful of interviews and a lot of anxious waiting. Now that you’ve landed yourself in a new position, at a new company, you have a lot of learning to do- learning what the job entails, learning new procedures and […]
I know the feeling…You log into your account, hold your breath, and see that the account value has slipped even more. It has been months of seeing scary headlines and watching the value of your portfolio, EVERYTHING you have worked for, just slipping further and further in the wrong direction. You are starting to think […]
What is this ‘Windfall Elimination Provision’, and why does it reduce my Social Security benefits? Public school teachers in 15 states and the District of Columbia do not participate in Social Security. What this means is that they and their employers don’t pay in the social security taxes and they don’t accrue benefits while they […]
Interest hikes like the 80’s? Power of Tax Deferral and the $400k mistake you may be making! In this episode, Tyler breaks down the tough task ahead of the fed when it comes to interest rate hikes and inflation. Additionally, he examines the power of tax deferral and a 400k mistake you might be making. […]
The recent buildup of Russian forces around Ukraine left many people, including plenty of our clients, asking whether they should be changing their investment strategy in the face of potential war. The subsequent invasion of the sovereign Ukraine by Russian forces, along with much of the market volatility that has been experienced in 2022, is […]
