Posts by Rob Stoll, CFP®, CFA Financial Advisor & Chief Financial Officer
Navigating Economic Paradoxes
Stock markets and the economy face high levels of uncertainty in 2024. Many economic indicators seem to contradict each other, such as strong economic data just as markets price in aggressive policy easing by the Federal Reserve. We review the key indicators we’re watching closely to help us navigate these economic paradoxes.
Read MoreTime Horizons for Your Investment Goals [Video]
In this video, Rob breaks down what time horizons are, why diversification matters too, and how this strategy works in action.
Read MoreDoes 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.
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