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Browse through my library of posts and articles to gain insights into current financial scenarios that might be affecting you.

Monday, June 1, 2020

Tucked into the gigantic Coronavirus Aid, Relief, and Economic Security or CARES Act were two key changes you should know about regarding required minimum distributions otherwise known as RMDs. Both were designed to give people more...

Friday, May 29, 2020

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try and...

Friday, May 22, 2020

One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and...

Tuesday, May 19, 2020

Value vs. Growth Investing Looking at their recent track records doesn’t do much to settle the debate... Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a...

Friday, May 15, 2020

Your Emergency Fund: How Much Is Enough? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as...

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Monday, May 11, 2020

“Almost any decision is better than no decision at all.”1 Whether through inertia or trepidation, investors who put off important investment decisions might consider the above admonition offered by motivational speaker...

Friday, May 8, 2020

To Roth or not to Roth? That is the question at hand… The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may...

Tuesday, May 5, 2020

Undeniably, Spring 2020 has tried the patience of investors... An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the benchmark for the broad stock...

Friday, May 1, 2020

Are you eligible for the PPP, if so better hurry!!! American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result...

Tuesday, April 28, 2020

Are you eligible for a stimulus check from the Treasury Department? As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...

Tuesday, April 21, 2020

Few life events are more stressful than a job loss!!! If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also...

Wednesday, March 18, 2020

Presented by Roxanne Blade, CFP® In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we...

Wednesday, March 11, 2020

Presented by Roxanne Blade, CFP® In this guide, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so...