THINK OUTSIDE THE BOX

Financial and investment management takes significant time, patience, and discipline. Nothing is static. Life, markets, laws and regulations, etc. are all fluid and ever-changing. We relish keeping in harmony with this constant change. You may too... With that in mind, please enjoy the information posted below. Knowledge is power!

March 9, 2022

Bear Markets and the Threat of Recession: What You Need to Know

Brush up on your investment terms and what this means for our economy, your investments and the possibility of a recession.

February 3, 2022

The 7 Best Books on the History of Money & Investing

These books will help you understand not only the market today, but the history that has made it what it is. Have you read any on the list?

January 5, 2022

5 Ways to Find Your Financial Independence This Year

Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.

October 20, 2021

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.

September 29, 2021

401(k) Plan Sponsors: The Importance of Benchmarking Your Plan

If you offer a 401(k) plan for your employees, are you reviewing it regularly? Here's why benchmarking your plan is important and how a financial advisor can help.

September 2, 2021

Labor Day 2021: 5 Ways to Better Your Work-Life Balance

As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.