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Good advice about phone scams
I don't answer unknown callers. In fact, they can't even ring my phone. Calls from unknown callers go straight to voicemail. I've noticed...
Michael Dayoub
Jun 19, 2024
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The Bumpy Road to the Market's Long-Term Average
Since 1926, the US stock market has rewarded investors with an annualized return of about 10%. But returns in any given year may...
Molly Jordan
Jun 18, 2024
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Is Venmo safe?
You may have heard stories of crimes and scams involving Venmo. Venmo is handy at yard sales and garage sales, or for sending your nephew...
Michael Dayoub
Jun 11, 2024
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The Roller Coaster of Tech Stocks: A Tale of Panic and Patience
Two years ago, the headlines were filled with dire warnings about the decline of tech stocks. Analysts and pundits were quick to predict...
Molly Jordan
Jun 3, 2024
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2024 Retirement Contribution Limits: What You Need to Know
As we find ourselves halfway through 2024, it's crucial to reassess your financial strategy and ensure you're on track with your...
Molly Jordan
Jun 3, 2024
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Avoiding the Most Common Financial Scams
Financial scams lurk in the shadows of our digital age, preying on the unsuspecting and the unprepared. To fortify our defenses, it's...
Molly Jordan
Jun 3, 2024
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The Benefits of Using a 529 Plan for College Savings
Discover the numerous benefits of using a 529 plan for college savings.
Molly Jordan
May 28, 2024
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Home insurance payouts have shrunk. Before storm season, it's time to check your policy.
I just called my insurer to review my policy. With storm season predicted to be the worst year ever, I checked for 4 things to make sure...
Michael Dayoub
May 24, 2024
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Trip insurance is a good idea
Your medical insurance might not cover overseas medical emergencies. Check out this NPR article, He fell ill on a cruise. Before he...
Michael Dayoub
May 21, 2024
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Investing During Election Years
For investors navigating the stock market during election years creates a lot of anxiety. The heightened political uncertainty and the...
Wayne Jordan
May 14, 2024
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If it sounds too good to be true....it is.
I want to share what is probably my all time favorite pitch email. As an advisor I get emails like this daily. Usually they're portfolio...
Wayne Jordan
May 8, 2024
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Crashing Waves Become Ripples on the Horizon
Spring break season is in full swing and summer vacations aren't far off. This got me thinking about an ocean metaphor we use a lot to...
Wayne Jordan
Apr 30, 2024
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Are small-cap stocks worth it?
Why you shouldn't be giving up on small caps!
Wayne Jordan
Apr 25, 2024
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Tax Changes/Sunsets coming in 2025
Tax changes scheduled to go into effect at the end of 2025, and how they may impact you.
Wayne Jordan
Apr 16, 2024
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2024 Eclipse...where was the market during the last eclipse?
Hopefully on Monday you got outside to get a good look at the eclipse no matter where you were (with glasses on of course). Events like...
Wayne Jordan
Apr 10, 2024
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Last Minute Tax Savings Ideas
Tax deadline day is approaching and with that I wanted to share some tax-saving strategies. These are all common actions we take to...
Wayne Jordan
Apr 1, 2024
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Record Highs
The stock market has hit record highs a couple of times so far in 2024. This causes different reactions to investors. Some rejoice in the...
Molly Jordan
Feb 6, 2024
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Dimensional Fund Advisors webcast: "Riding the Wave"
Federal Debt, Election 2024, Inflation, The Super Bowl, supply chain disruptions. How to put these events into perspective, courtesy of...
Michael Dayoub
Feb 1, 2024
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FAFSA delays
First-year college parents aren't being given much time to decide between schools this year.
Michael Dayoub
Jan 31, 2024
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