Posts by Rob Stoll, CFP®, CFA Financial Advisor & Chief Financial Officer
Does Investment Diversification Matter Anymore?
Investors can be excused for believing that the benefits of diversification no longer matter, as fewer stocks move stock market indexes higher. Does investment diversification matter anymore? This newsletter tests that theory and looks at investment performance in 2023.
Read MoreEstate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
Read MoreHow to Choose Open Enrollment Benefits
Open enrollment season is almost here! It’s time to get familiar with all the benefits your company offers you this year. Our guide will help you understand the most common open enrollment benefit options, and how best to choose open enrollment benefits.
Read MoreEverything to Know About Health Savings Accounts
Health Savings Accounts have been around for 20 years but are often misunderstood and underutilized. HSAs are powerful savings tools to cover future medical expenses, such as long-term care, or to help fund healthcare for early retirees. We explain everything you need to know about health savings accounts: what they are, how contribute to them, and how to use them.
Read MoreWhat are the Latest Inherited IRA rules?
The Inherited IRA rules have changed a lot in recent years. Many recipients of Inherited IRAs are confused about if – and when – they need to take money out of these accounts. This post aims to clear up the confusion, laying out exactly what you need to do depending on what type of Inherited IRA beneficiary you are.
Read MoreAre the Bulls Back in Control of the Stock Market?
Early 2023 has been a banner year for investors. Are the bulls back in control of the stock market? We review first half performance and give our thoughts on some hot topics in finance: is a recession still coming, and what does that mean for stocks and bonds?
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