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    Interview: What Role Should Dividends Play in Your Retirement Plan?

    By Todd Schanel, CFA, CPA, CFP®September 16, 2016

    I was recently interviewed by Gary Foreman of the website DollarStretcher.com about the role of dividends in a retirement portfolio.

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    Parenting Your Wealth

    By Jackie Goldstick, CFP®August 22, 2016

    No matter the age of your children, whether they are toddlers or even adults themselves, being a parent is not easy. Neither is being an…

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    Pursuing a Better Investment Experience

    By Todd Schanel, CFA, CPA, CFP®July 18, 2016

    Let’s face it, much of the traditional financial services industry has failed to serve investors properly. A sales-driven culture and an active-management investment model has…

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    Tips for Tax Efficient Investing

    By Todd Schanel, CFA, CPA, CFP®July 18, 2016

    An investment portfolio with a mix of stocks and bonds will produce three types of investment return: interest, dividends and capital gains. Added together, they…

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    An Advisor’s Promise

    By Jackie Goldstick, CFP®July 14, 2016

    As financial advisors, people rely on us to provide direction regarding their financial well-being. Confusion can arise when the advice that we offer is not…

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    Higher Earners May Once Again Face Steep Hikes in Medicare Premiums

    By Jackie Goldstick, CFP®June 24, 2016

    For those you who are on Medicare or who will be eligible for Medicare in 2017, the costs of Part B premiums may be substantially…

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    Our Mixed Up, Messed Up Relationship with Investment Risk

    By Jackie Goldstick, CFP®May 13, 2016

    This summer already is destined to deliver plenty of uncertain outcomes. On the political front, there are the especially stark contrasts found among the US…

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    Baseball and Investing: How to Win at Both

    By Jackie Goldstick, CFP®May 10, 2016

    Last night, I was sitting at my 10-year old son’s little league playoff game. It was the last inning – bottom of the 6th -…

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      RECENT POSTS
      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
      • Secure Act 2.0 – Tax Planning Opportunities Related to Delayed Required Minimum Distribution Requirements February 9, 2023
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      Todd Schanel, CFA
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      Director of Financial
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