Jobs Friday is here…it’s the first Friday of the month, and that means the Bureau of Labor Statistics (BLS) releases information on the health of the US Labor Market. Today we learn how many non-farm payrolls (aka jobs) were added in February, along with any change in the unemployment rate. We’ll also get revisions to previous months’ reports. The fact…
Author: Justin
Did You Know IRA —–> HSA?
Did you know you are allowed a onetime tax-free transfer from an IRA to your Health Savings Account (HSA)? Well, you are–you’re welcome! Don’t close down your browser in a mad dash to transfer funds from your IRA to your HSA; there is plenty to evaluate to determine if this type of transfer is appropriate for you. I recommend sitting…
The Quest To Become the Fittest Financial Advisor 16.1
16.1 is in the books. This is the first time I have only completed an Open workout once. Usually, I give it a second try in hopes that I can improve with a modified strategy. Not this time. Here’s why:
The Weekly Mix (2/21/2016-2/27/2016)
2/21/2016-2/27/2016
Technical Analysis 101: Downtrends
Although we have recently experienced some positive days in the stock market, we continue to remain in a downtrend, which began last summer. I’ve had a few clients ask about this downtrend, so I thought I would write about what a downtrend is, and how to identify if we are in one.
3, 2, 1…go!
The CrossFit Open is upon us! For CrossFit junkies, today is the day we’ve been anticipating for almost a year. For non-CrossFitters, today is just another day…February 25th, 2016. But for CrossFitters, it’s the start of an opportunity to see our improvements over the last year of workouts, along with the weaknesses we need to improve upon. If you’re not…
The Weekly Mix (2/14/2016-2/20/16)
I’ve always enjoyed creating mix tapes…I have books, and now my iTunes, filled with my personal mixes. In the spirit of my DJ alter-ego, I’ll be putting out a weekly mix of my favorite article and posts…think of it as a reader’s mix tape. 2/14/2016-2/20/2016
Neglected Areas of Millennials’ Financial Plans
Quick, what’s the first topic you think of when you hear “Financial Advisor”? Investments? Retirement? It’s not uncommon to meet with a new client, and the first topic of conversation is the stock market, their investments, or something related to retirement planning. While I spend a significant part of my time analyzing investments and developing retirement plans, those are…
A Friendly Reminder…
Investing carries risk. If you have forgotten this, the beginning of 2016 has served as a reality check. In order for us to expect long term growth in our investments, we must play the rules of the game. Those rules state that in order to have the opportunity of gains, we have to accept periods of no growth, or…
Before you start your newborn’s 529 plan…
If you and your spouse (or other parent) are no longer alive, who is going to take care of your newborn? Whoa! Not what you were expecting? The thought of not being able to watch my boys grow up makes me sick, and the thought of them growing up without my wife and me, is even worse. Unfortunately,…