Financial Tips Archives

Trump Accounts: A New Way to Save for Children

The goal of Trump accounts is to give children a head start toward retirement savings, along with a government-funded contribution.

Tax Planning: The Backbone of Your Financial Plan

Tax Planning runs through every part of your financial plan, including your investment portfolio and your retirement income strategy.

Quarterly Webinar: Q4 2026 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2026.

Retirement Income Risks: Planning for a Longer Life

Understand the retirement income risks that can affect your financial security and learn how to effectively manage them.

What 7% Mortgages Mean for Housing and the Economy

The average 30-year fixed mortgage rate is now back above 7% after falling toward 6% at the start of the year.

Where Has the Yield Gone? Retirement Income Yield Insights

Maximize your retirement strategy by understanding retirement income yield and the role of diversified investments for long-term success.

Selling an Investment Property? A Smarter Way to Use a 1031 Exchange

Learn how a 1031 exchange can help defer taxes on property sales, allowing reinvestment without immediate tax burdens.

Beyond the Headlines: First Fed Rate Hike in Three Years

At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75% to 4.0%.

The 4% Rule for Retirement: Is It Still a Viable Strategy?

Discover if the 4% rule for retirement is still viable today. Our blog explores its relevance for withdrawal rates and offers insights.

The Fed’s AI Dilemma: Long-Term Perspectives

AI and Federal Reserve policy may seem unrelated on the surface, but they are connected. Find out how.

Why is September the Worst Month for the Stock Market?

Often referred to as the "September Effect," this is when the stock market tends to perform worse in September compared to any other month of the year.

AI Cybercrime Is Growing. Here’s How To Stay One Step Ahead

Not long ago, malicious actors and cybercriminals relied on poorly written emails and obvious scams. Today, thanks to AI systems and social media, AI cybercrime attacks have become faster, more convincing, and far more difficult to recognize.

The 2026 Midterm Elections and Long-Term Investing

The Midterm Elections are right around the corner. How will they impact markets?

Tariff Refunds and the National Debt

When the Supreme Court ruled in February that billions in tariffs collected under the International Emergency Economic Powers Act (IEEPA) had been unlawfully imposed, markets generally reacted positively.

Traditional IRA vs Roth IRA: Choosing the Right Option

Understand the differences between Traditional IRA vs Roth IRA and how each impacts your retirement and tax strategy.

The Blog

Subscribe to Our Blog

Financial Tips Articles