Roth IRA

Roth IRA

A Roth IRA allows owners to establish tax-free savings for retirement with access to their contributions earlier should they need it. The terms used when describing Roth IRAs are very specific. It is essential to understand which dollars are tax-free and which dollars...
Saving for College

Saving for College

529 Tuition Savings Plans Putting money aside for a child’s future college expenses is one of the most rewarding investments a person can make. When talking with clients about saving for college, one of the more common accounts discussed is state-sponsored 529 tuition...
Avoiding the GameStop Risks: Diversification is Key

Avoiding the GameStop Risks: Diversification is Key

You work hard for your money and work even harder to save it. We believe that a tweet by a CEO or an article on Reddit should not wholly alter your investment account’s direction. But that is the risk you run when you have individual company stocks in your portfolio....
Retirement Stool – Is Three Legs Enough

Retirement Stool – Is Three Legs Enough

The retirement stool is a metaphor that dates to the mid-1930s when Congress and President Franklin D Roosevelt was designing the Social Security Administration. Though the President never used this metaphor publicly when promoting the Social Security Act, he...
Bitcoin & Marijuana

Bitcoin & Marijuana

What do cryptocurrencies and marijuana companies have in common? First, they are among the hottest topics discussed amongst retail traders. The media is fanning the fire, sending company stock prices like Aphria (NASDAQ: APHA) and digital currencies like Bitcoin (BTC...