Blog Archive

Financial Literacy vs. Investing Literacy: Understanding the Nuances and Fundamentals
by Scott Puritz“Don’t let anyone tell you that investing is too complex for regular people. We want to show you that everyone can make sound financial decisions.” – The Elements of Investing In a world where financial news can feel overwhelming and jargon-heavy, it is easy to believe that investing is something only professionals understand. But the… Continue reading

Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves.
by Scott PuritzPresident Trump’s tariff plan is ushering in a period of historic uncertainty and stock market volatility. Wall Street Journal columnist Jason Zweig offers up a thoughtful approach to such turbulent times. Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves. By Jason Zweig, April 4, 2025 Thinking clearly right now is harder—but… Continue reading

Managing Stock Compensation: A Strategic Guide for Tech Executives
by Jill Carothers, CFP®For many tech executives, stock compensation is more than just numbers on a spreadsheet; it is a key component of building their financial future. Stock compensation can take various forms – Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Performance Shares, and Employee Stock Purchase Plans (ESPPs). Each type brings different… Continue reading

Upsets Belong in Your March Madness Bracket – Not Your Stock Portfolio
by Scott PuritzHope springs eternal, especially in March. Like many firms, ours runs an informal NCAA basketball tournament pool for our employees. It is fun. The traditional college tournament thrills fans and creates so much interest that an estimated one in four Americans fills out a bracket to predict who will win it all. As a financial… Continue reading

A Three-Step Income Plan for Those Nearing Retirement
by Sonja Breeding, CFP®As a financial advisor, increasingly I find myself in a ticklish situation: Trying to convince people that taking an easy yield on cash is not a long-term investment strategy. Here is what typically happens, in my experience. Imagine a couple in their early 60s. They have diligently saved for retirement. As they approach the… Continue reading

Are you tired of DSOs being your only exit plan option?
by Mitch TuchmanIf you are looking ahead and trying to decide what the best way to transition from dental practice owner to retirement is, utilizing a cash balance plan as an alternative to selling to a DSO may be right for you. Here’s what you need to know. As dentists approach the latter stage of their careers,… Continue reading

19 Ways Congressional Tax Action (or Inaction) Could Hit Your Wallet
by Christie Whitney, CFP®Brackets may change. The standard deduction could fall. And President Trump will probably not remove taxes on Social Security income. 19 Ways Congressional Tax Action (or Inaction) Could Hit Your Wallet by: Ron Lieber and Tara Siegel Bernard At the end of February, the House of Representatives passed a budget calling for up to $4.5 trillion in tax cuts over… Continue reading

Navigating Stock Market Volatility Without Derailing Your Retirement
by Scott PuritzFor most people, investing can feel like a long drive down the highway. The sun is out, the road is flat, the music soothing. Even at 70 miles per hour the ride is uneventful. Until, of course, you hit a pothole or enter a rough stretch of pavement. Your trip can go from a snooze… Continue reading

What Is Financial Planning and How Does It Help Me in This Stock Market?
by Matt Jude, CFP®, ECAFinancial Planning in a Volatile Market Volatile investment markets highlight the importance of proactive financial planning. Part of building a plan is ensuring proper investment allocation so you can build resilience against market fluctuations. To prepare for this, it’s essential to understand your complete financial picture, something a comprehensive plan can help you achieve. The… Continue reading