Blog

Inflation, Recession, War … Oh, My!

This article discusses two styles of indexing and explains why owning both in a portfolio can be helpful.

This article reviews inflation, what it is, how it impacts the investment markets, and how it affects your financial plan.

Paradigm Shifts

This article discusses some strategies for investors to implement or maintain during volatile markets.

This article reviews the different retirement plans available to small business owners to attract and retain talent as well as save for their own retirement.

Fastening our Seatbelts for 2022!

Nate redoes a holiday classic

This article reviews the concept of tax loss harvesting and describes how the strategy can save on taxes now and in the future.

A Few Thoughts as We Enter the Last Quarter of 2021