Higher Retirement Contributions in 2019
Start your planning now to save more for retirement in 2019! The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2019, and there are a lot of changes that will help savers put more away for their future spending needs.
Factor Investing
Factor-based investing represents a dynamic tool designed to help you achieve specific investment goals. Direct targeting of factors through factor- based mutual funds and ETFs may offer the many benefits of traditional active mutual fund investing but at a lower cost and with less manager risk.
Celebrating 10 Years
From time to time, I put myself in challenging situations. Ten years ago, between September and October 2008 during the Great Recession, I decided to start my own financial planning and investment management firm.
Core Values of a Good Financial Advisor
Putting a value on an intangible service like financial planning can be difficult. Here are six core values I follow to help measure the return from a good financial planner or advisor.
What Jesus Can Teach Us About Finances?
Biblical teachings provide wisdom, encouragement, and warnings on how we should manage money.