by Bradford Gilliam | May 1, 2026 | Current Events, Investments
The end of March did not produce an exciting account summary for most investors stemming from the events in Iran and the global reactions that followed. Our encouragement to clients was to tune out the noise of the news and to not try to time the markets. The...
by Thad Gilliam | Apr 2, 2026 | Current Events, Investments
With the recent military actions in Iran, a lot of clients may be wondering, “How will my portfolio perform during a war?” We do not have a crystal ball, but we can look back at history and see that the market has overcome countless hiccups and major...
by Scott Voigt | Oct 7, 2025 | Investments
The Magnificent 7 entered 2025 among the Top 10 largest US stocks. But before making an outsize bet on gains from these technology giants, investors should consider a few lessons from market history. It’s hard to stay on top. For example, only three of the 10 biggest...
by Melinda Tyrrell | Jul 28, 2025 | Adult Children, Budget, Investments, Saving, Uncategorized
Have you seen the school buses driving their practice routes down your street yet? It is just a matter of time until the lazy days of summer come to an end, and with it a new beginning of the school year. If you have a teenager or young adult in high school or...
by Tracie Handberg | May 16, 2025 | 60s, 70s, Financial Planning, Investments, Retirement, Taxes
Having a portion of your investments in a Roth IRA or Roth 401k gives you a lot of flexibility for future cash needs, plus you never pay taxes on the growth or distributions ever again! As an added bonus, your heirs could also save on taxes. Roth conversions can be a...
by Melinda Tyrrell | May 5, 2025 | Budget, Debt, Investments, Purchases, Saving
We are a society that loves their toys! Whether it is a car, boat, motorcycle, camper, or RV, we love the freedom and comfort these items bring to our lives. While we love to own nice things, we don’t want those items to own us. How do we balance the need for reliable...
