2021 PERA update

High inflation is good for the funding status of PERA and bad for retirees.

Is 2022 as bad as 2008?

Things look bad when we are in them, but it takes time to step back and look at our situation with a broader perspective.

How advisors add value

In Vagnuard’s groundbreaking research, they find that an advisor’s true value is from the more boring elements of financial planning. They list the top five quantifiable ways that advisors can save client’s money: Behavioral coaching Encouraging clients to stick with their financial plan (even when the markets can feel scary) saved the clients in the […]

Tax Planning Webinar

We are hosting a free webinar for small business owners to better understand the tax implications of an S-Corp election.In a nutshell, many taxpayers can save by reducing the amount of self-employment tax they pay. By structuring payments to be divided between your role as an “employee” and your role as an “owner.” In some […]

Timing the stock market

Sometimes the news is scary and it motivates people to make hasty decisions about their finances. A lot of previous research is heard to how people react to news and changes in the stock market.Most research agrees that making emotional decisions leads to worse outcomes than having a long-term plan. In fact, some studies suggest […]