Market Volatility: Bull & Bear

Market Volatility: Bull & Bear

Crafting a long-term investment strategy is rather easy when markets are calm, you are secure in your job and things are generally going ok with the health and wellbeing of you and your family. It’s when the market gets volatile and the economy dips into recession...
We Received an Inheritance: Now What?

We Received an Inheritance: Now What?

Often when we think of an unexpected financial event in our lives, we immediately assume it is something that will potentially harm our budget and long-term goals. We might think that a monetary windfall may be the last thing on our minds, but one thing that we do not...
Accessing Your Money: When and How

Accessing Your Money: When and How

Things rarely go according to plan. For example, if the Detroit Red Wings are running a carefully orchestrated power play, but one player gets out of position, then the team must re-adjust the whole strategy. Sometimes improvisation is required, but we can still do...
How Are Retirement Accounts Taxed?

How Are Retirement Accounts Taxed?

Long-term investing has tremendous rewards for diligent savers. You can contribute to tax-advantaged accounts little by little through your working years, then come out looking like a hero on retirement day. It’s a process that happens over time, not overnight. Just...
Choosing an IRA: Traditional or Roth?

Choosing an IRA: Traditional or Roth?

The choice between contributing toward a Roth IRA or Traditional IRA is a great problem to have – it means you are seriously considering your retirement and taking steps to build your financial future. Congrats! Now, what’s the better option? A financial advisor’s...