2 min read
Chris McAlpin: Jul 23, 2024 1:56:47 PM
Estate planning is something that comes with a lot of questions. One I hear often is, "Do I even have an estate to manage?" This can range from simple concerns to more complex issues like avoiding estate taxes.
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4 min read
Chris McAlpin: Jun 24, 2024 10:55:27 AM
What's going on with the consumer? Why does it matter? Why does it matter in the U.S. economy, but also why does it matter in the markets? These are...
3 min read
Chris McAlpin: May 28, 2024 7:19:50 AM
Whether you’ve already scheduled your first conversation with us, are a current financial planning client interested in exploring investing, or...
5 min read
Chris McAlpin: May 24, 2024 8:32:37 AM
In this month’s client presentation, we’re taking a look at the markets in general, as well as our investment framework — the framework by which we...
4 min read
Chris McAlpin: May 23, 2024 6:52:15 AM
Tax Reduction Strategies " \n Max out retirement plan options \n Solo 401(k) for business owners \n Backdoor Roth conversion \n Tax efficient...
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3 min read
Chris McAlpin: May 20, 2024 5:51:45 AM
You worked hard all your life, and now you’re retired. Congratulations, you’ve more than earned it! Are you comfortable? Yes, but you know you could...
2 min read
Chris McAlpin: May 2, 2024 9:08:06 AM
Recently, you may have seen a lot of activity in your investment accounts. As a result, you might understandably be wondering what is going on:
3 min read
Chris McAlpin: Apr 24, 2024 1:49:35 PM
Editor’s Note: This month’s client presentation included a hands-on, interactive demonstration of a risk management tool we use with our clients...
5 min read
Chris McAlpin: Apr 23, 2024 1:37:37 PM
High-Risk Investment Example " Dogecoin is a perfect example of a high-risk investment. Dogecoin is a cryptocurrency that started as a joke but...
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2 min read
Chris McAlpin: Apr 23, 2024 1:33:14 PM
How to Manage Investment Risk " To manage investment risk effectively, focus on three key strategies: diversification, stop-loss orders, and hedging....