Mark Sorenson | October 4, 2021
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Articles
Risk Tolerance Vs Risk Capacity
Mark Triplett | September 2, 2021 If you’ve ever worked for an employer who offered a workplace retirement plan, like a 401(k), you have probably completed a risk tolerance questionnaire at some point in your life. While most working adults are maybe at least somewhat familiar with a risk tolerance […]
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You Just Received Notice of an Inheritance: What Should You Do?
Mark Triplett | February 1, 2021 You’ve just been notified that you are receiving an inheritance. Someone cared enough about you to include you in his or her estate. Maybe it was a parent, an aunt or uncle, a sibling, or a longtime friend. Maybe you were expecting it. Then […]
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Why Now Is the Time To Hire a Financial Advisor
Yahoo Finance | February 8, 2021 Whether you’re planning for a life milestone, like purchasing home or retiring, looking to be more strategic about your investments or are just in need of a financial checkup, a financial advisor can be an invaluable resource for you. However, many Americans are hesitant […]
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SilverSneakers Program
SilverSneakers is a fitness and wellness program offered at no additional cost to seniors 65+ on eligible Medicare plans that helps you get active, get fit, and connect with others. The program is designed for all levels and abilities and provides access to online and in-person classes, over 15,000 fitness locations, and […]
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When is a good time to convert from an IRA to a Roth?
Mark Triplett | November 4, 2020 An attendee at one of our recent workshops asked us a question about Roth Conversions. Specifically, she asked “when is a good time to convert to a Roth IRA?” In short, the final two months of the year are typically when we really start […]
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Building Your Strategic Plan
5 Step Planning Process Strategic Financial Group has a 5-step planning process to build a comprehensive, holistic plan designed just for you. During your first visit, our team wants to get to know you and understand your goals and aspirations. In turn, we want to share our investment philosophy and […]
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Quarterly Market Overview JULY 2021 – Royal Fund Management
Mark Sorenson | July 09, 2021 The second quarter ended with the DJIA, S&P500 and the NASDAQ all at, or near, all-time highs. That said, there was some renewed volatility created by inflation fears, a massive amount of sector rotation, housing price concerns and more. The interest rate on the […]
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What you need to know about HSA
Mark Triplett | May 5, 2021 If you had unlimited resources and access to a saving account with the following characteristics how much money would you attempt to save in an account that: You can contribute money on a pre-tax basis Then grow your contributions tax-deferred And finally, access the […]
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Quarterly Market Overview April 2021 – Royal Fund Management
Mark Sorenson | April 14, 2021 As we put 2020 in the rear view mirror, we know it will be a year that goes down in history. The Coronavirus hit America’s shores in March which created a high level of uncertainty. The unknown caused a steep market selloff, which hit […]
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