2019 IRS Contribution Limits

2019 IRS Contribution Limits IRS Announces Increases to Retirement Plan Savings for 2019 On Thursday, the Internal Revenue Service announced a cost of living adjustment affecting the contribution limits to qualified plans of retirement savers.What’s New in 2019?Why is this important?Because ​a dollar today won’t be worth a dollar tomorrow. This is the impact of […]

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  • November 1, 2018

I Earn A Good Income, Now What?

I Earn A Good Income, Now What?​Earning a healthy income is a good goal, but is it THE goal?I think not.  Earning a good income is often the driving motivation for people who choose advanced educational tracks (think doctor, attorney, engineer, etc.), climb the corporate ladder, or start their own business.While there is nothing inherently […]

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  • September 15, 2018

Prospect Theory

PROSPECT THEORY: 101 What is Prospect Theory?And How Using It Can Create A Better Investment Experience In 2002, Israeli-American psychologist Daniel Kahneman, was awarded a Nobel Prize for his work on Prospect Theory – a behavioral economics framework based on the psychology of judgement and decision making.  Instead taking a prescriptive approach of focusing on […]

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  • August 31, 2018

Why Investor Stereotypes Don’t Work

Why Investor Stereotypes Don’t Work For years the industry has used the same ole investing stereotypes.They go something like this… ” If you are young then you have time to make up for downturns in the market, therefore you must have an aggressive risk tolerance, whereas older investors need to safeguard what they have already […]

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  • August 31, 2018

IRA Basics: Traditional Vs Roth

Traditional IRA vs Roth IRAAs an individual taxpayer in the U.S. looking to save for retirement inside an IRA , you may be wondering which type – Traditional or Roth – is the better option for you. In this article we address some of the more common questions we get from clients regarding these types of […]

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  • August 28, 2018

Are Bad Expectations Sabotaging Your Investment Experience?

Are Bad Expectations Sabotaging Your Investment Experience? Imagine your an investor and you walk into a traditional financial advisor’s office.  You have a nice conversation about your goals. You discuss things like what it will take for you to retire, how much it might cost to send your kids to college, how much capital it […]

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  • August 28, 2018