Investing

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Questions to Ask Financial Advisors

Here are some questions to ask when you are hiring a financial advisor.

Why Behavior Beats Investment Choices Everytime

Picking the right investments is important, but how you act with your money matters even more.

Can I Retire With A Million Dollars?

Retiring with a million dollars depends on 6 factors.

Where Should I Invest? For Short Term Goals

Investments for goals with a short time frame.

The Pros and Cons of 401(k) Loans

The good, the bad, and the ugly of 401(k) loans.

5 Mistakes of Chasing Performance

Here are the five mistakes of chasing investment performance.

How Often Does the Market Correct?

How often does our stock market correct, and what causes it?

Why Cash Sucks!

Top reasons why cash makes a poor long-term investment. HOW MUCH DO I NEED TO RETIRE QUIZ ➡️ https://jfanf1howgi.typeform.com/to/Ov7ULNuy

Hidden Pitfalls of Target Retirement Funds

Why target retirement funds may not be right for your 401k portfolio.

IRAs vs 401ks

This video was the result of a client discussing risk with a colleague

Why is my Portfolio Underperforming?

Market volatility, poor asset allocation, subpar investment choices, lack of rebalancing, high fees, emotional investing, and neglect can all contribute to underperformance.

529s vs Brokerage Accounts - Which is Better?

This video discusses the strengths and weaknesses of each account for funding college.

ESPP: How Much is Too Much?

ESPPs: The Ultimate Wealth Builder

Why You Should Contribute to a Matchless 401(k)

Some great reasons you should still contribute to a matchless 401(k).

5 Things You Should Know About Your 401(k)

5 things medical sales reps need know about their 401k.

Building Wealth with Your HSA

How to use your HSA as a wealth building tool for retirement.