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Lego Monster
Legos, Financial Planning, & the Markets Our middle son Graham is obsessed with Legos these days. I began to sweat when we embarked on assembling the 3-in-1 Alligator/Snake/Frog 343-piece set he received. After opening the box and slowly reviewing the instruction...
What’s A Direct Indexing Strategy?
Direct Indexing – Your Top 6 Questions Answered What is it? Direct indexing is an investment strategy where an investor tracks the performance of a specific index with two goals in mind: Track the return of the index. Generate "tax alpha." This is achieved by...
Risk vs. Luck
Are risk and luck the same thing, just with different outcomes? Let's define these terms: Risk: A situation involving exposure to danger. Luck: Success or failure brought on by chance rather than one's actions. After reading Morgan Housel's book, The Psychology of...
Social Security Strategies
Want to figure out how to milk every last drop? Social Security as Longevity Insurance By 2033, the Social Security Administrations (SSA) estimates a benefit shortfall of about 24%. While it seems unlikely the SSA will eliminate the benefit, it may be prudent to plan...
Client Question of The Month
Client Question of The Month: What Should We Do? Should we get out of the market? Should we invest more money? How can we take advantage of current tax rates? There is a fine line when it comes to doing something vs. nothing. The response “stay the course” lacks...
529 Plans: Top 10 Considerations
Before we get into the Top 10 Considerations (& Mistakes) for 529 Plans, let's start with the basics. Why are 529 Plans so popular? There is no income limit to contribute. Take advantage of an opportunity for an income tax exemption. There is no tax on the growth...
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