Smarter Ways To Financially Help Your Children & Grandchildren
Have you thought about helping your family financially? Saving for your grandchild’s education or gifting money to your adult child to buy their first home? So, what are smarter ways to save for or gift to your family without inhibiting responsible financial behavior? Continue reading
How Risky of An Investor Are You?
In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, “I’m moderately conservative?” Don’t these seem fuzzy at best? Continue reading
Maximize Your Retirement Savings with 401(k) Plans
When preparing for retirement, one of the most valuable tools at your disposal is a 401(k) plan. These employer-sponsored retirement accounts offer many benefits, including tax advantages and the potential for employer-matching contributions. However, to make the most of your … Continue reading
Charitable Giving and Philanthropy: Integrating Them into Your Financial Plan
Integrating charitable giving and philanthropy into your financial plan is a wise decision and a deeply fulfilling one. By understanding the nuances of charitable giving, the impact of philanthropy, and strategies for effective implementation, you can make a meaningful difference … Continue reading
What Do Clients Value Most in A Financial Advisor?
Have you thought of hiring a financial advisor but haven’t done so? Perhaps you are a bit unsure of what you will get from an advisory relationship? Hear Tyler Emrick, CFA®, CFP® discuss what clients say is most important to them. Continue reading
Investment Strategies for Long-Term Wealth Growth
How to Plan for RMDs (Required Minimum Distributions)
In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Dis-tributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Continue reading
Goals for Financial Success In 2024
Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends. Don’t bail on your financial resolution! Continue reading
The Curious Case of 2023: Markets In Review
It was a year that defied expectations by many accounts. Most forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation. But the economy remained resilient, inflation … Continue reading
Understanding the Basics of Tax-Efficient Investing: A Guide for Investors
Investing wisely is about more than picking the right stocks or funds. It’s also about optimizing your returns by managing taxes. Whether you’re a seasoned investor or just starting your investment journey, understanding the basics of tax-efficient investing is essential. … Continue reading