3 min read
Chris McAlpin: Oct 15, 2024 12:33:32 PM
Tax season often feels like a labyrinth, especially for retirees who are trying to manage withdrawals and conversions and avoid potential pitfalls....
2 min read
Chris McAlpin: Aug 17, 2024 9:13:27 AM
In today's complex financial environment, where volatility is fueled by factors like inflation, monetary policy, and geopolitical risks, it's crucial...
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...
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:
1 min read
Chris McAlpin: Feb 19, 2024 3:10:19 PM
This is the precise question we answered earlier this week, during our monthly client presentation. During this conversation, our lead investment...
4 min read
Chris McAlpin: Jan 12, 2024 11:34:26 AM
Happy New Year! One of our resolutions, if you will, for this year is to take a moment to stop and celebrate the wins in our lives. To be honest,...
6 min read
Chris McAlpin: Dec 20, 2023 4:49:58 PM
Risk is both a feature and a bug of investing. That means the most critical way you can empower yourself to make smarter financial decisions (and...
5 min read
Chris McAlpin: Nov 14, 2023 7:47:45 AM
Why aren’t we making more money? “Why am I not making more money, and how can we fix that?” Over the past couple of months, this is the question I’ve...
4 min read
Chris McAlpin: Aug 30, 2023 10:43:26 AM
Welcome to Moneyville Once upon a time, in a town not too far away, there was a place called Moneyville. In Moneyville, everything seemed perfect....
3 min read
Chris McAlpin: Aug 31, 2022 11:00:00 PM
Often, we dive deep into economic and market details without coming up for air. We study our framework: stock trends and valuations, the economy, and...
