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Should You Contribute Roth or Pre-Tax in Your 401(k)?
During one of my recent blog posts, I went through the discussion of deciding how much to…
How Much Should You Contribute to Your Employer-Sponsored Retirement Plan?
One of the most common employer benefits in our country right now is an employer-sponsored retirement plan….
6 Months of Expenses in an Emergency Fund Instead of 3
It’s no secret that the COVID-19 pandemic from 2020 has altered how nearly everyone views money and…
Real Estate vs. the Stock Market
The age-old argument of real estate versus the stock market… which is better? Which has the best…
Obligation vs. Leisure Expenses
When it comes to expenses, we all know it is more fun to spend money on things…
My Experience With Paternity Leave
On March 29th of this year, my family welcomed our newest addition, Ivy May. My wife, Rachael,…
Mid-Year Review 2021
As America continued to recover from the COVID-19 pandemic in the first half of 2021, the economy…
What is Going on with the Tax Increases that Biden has Discussed?
With summer and 99% humidity fully upon us, one of the questions we’ve been getting from clients…
Bucket 2 – Part 2
Based on the title, I hope you aren’t thinking, “here they go with the buckets again”. So…
Investment Committee Notes from Top Industry Economist
As we approach the first official day of summer in 2021, we wanted to send some good…
Refreshing Our Image
As our company has grown and evolved over the last few years, we’ve moved further away from…
Time = Love: A Message from the Desk and Heart of David
One time my dad asked me as a teenager, “how do you spell LOVE son?”. After my…