Mark Triplett | September 12, 2022 Is it better to be an owner or lender? A simple question worth asking yourself. Would you rather be the owner of your home (a relatively consistent appreciating asset I might add) or would you rather be the lender? As an owner you borrow […]
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Gabe Fransen | July 26, 2022 In the late 1970’s Congress enacted Internal Revenue Code Section 401(k) as part of the Revenue Act, which set the path for employees to contribute a percentage of their salary to their employer’s 401(k) plan. There have been several detailed changes to 401(k)’s since […]
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Gabe Fransen | July 6, 2022 Being invested in the stock market brings risk and volatility to your portfolio of assets. They say the higher the risk, the higher the reward over long periods of time, but when we are in a period of market decline, it can sometimes be […]
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June 13, 2022 The market continues to test one’s resolve. In 1933, a quote became famous when President Roosevelt said, “…the only thing we have to fear, is fear itself”. This famous quote seems appropriate today as related to the current economic and market environment. The current amount of uncertainty […]
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Gabe Fransen | June 3, 2022 As you move from your working years to your post working years, the transition can be complicated. Instead of income coming into the household and investments being added to, it’s now time to take distributions from those retirement accounts for your income needs. With […]
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Gabe Fransen | April 20, 2022 It is likely that you have heard about rising interest rates and inflation lately. Inflation has topped 8% year over year as of March 2022. We haven’t seen this level of inflation since 1981, when we saw it hit 10.32% year over year. Will […]
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April 14, 2022 We started the 1st quarter 2022 after a strong 4th quarter 2021. The S&P500, DJIA and NASDAQ all finished the year at or near all-time highs. The market was unable to build on the December gains, and we hit some turbulence starting about the second week of January. We […]
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Mark Triplett | September 3, 2019 The term recession seems to be gaining a lot of airtime lately. Fears of an economic slowdown seem to be everywhere. Many folks are tuned in to the fearmongering, and allowing it to affect their daily lives. “Recession” gets tossed around in the media […]
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