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    Changes to Social Security Claiming Strategies

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®November 5, 2015

    Please keep in mind that changes to the Social Security benefits do not necessarily mean that delaying social security benefit until age 70 is no…

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    Behavioral Mistakes to Avoid in Investing

    By Todd Schanel, CFA, CPA, CFP®October 22, 2015

    Whenever the market is in a bit of turmoil, it’s important to revisit some of the common behavioral mistakes that can potentially derail even the…

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    Perspective on the Q3 Market Decline

    By Todd Schanel, CFA, CPA, CFP®October 22, 2015

    The quarter three numbers are in, and the S&P 500 index finished down just over 6%, while non-US markets finished down more than 10%. The…

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    Index Fund Investing: Is it Really That Simple?

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®June 22, 2015

    Index fund investing is as popular as ever. In 2014, Vanguard alone recorded record mutual fund inflows totaling $216 billion.  Investors are catching on to…

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    The “Back-Door” Roth IRA: Helping High Earners Keep More of Their Earnings

    By Jackie Goldstick, CFP®January 10, 2015

    High earners who would otherwise be excluded from contributing to a Roth IRA may want to consider this strategy. If ever there were a tax-efficient…

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    A Primer on the Various Types of Investment Firms

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®December 10, 2014

    In today’s world, there are several different types of investment firms, but with important differences between them that confuse not only consumers but even many…

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    Learning to Appreciate Bear Markets

    By Todd Schanel, CFA, CPA, CFP®October 29, 2014

    While there is no official definition, a bear market has traditionally been defined as a 20% decline in a broad stock market index.  Needless to say,…

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    real diversification

    Real Diversification: An Example

    By Todd Schanel, CFA, CPA, CFP®October 29, 2014

    In a previous article, we discussed the idea that a properly diversified portfolio provides investors with an effective tool for reducing risk and volatility, without necessarily…

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      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
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