Our Weekend Word

Not So Turbo

Why is it on us to figure out and file our income tax?  The short answer is, the IRS wasn’t able to, well until recently.  

Navigating the Maze of Student Loan Repayment Options

Graduating from college is certainly cause for celebration! But for many graduates, earning a higher education degree has left them with sizable student loan debt. Fortunately, there are a variety of repayment choices available—from consolidation to refinancing—to help lessen this burden.

Fall Planning Checklist

Before you get swept into 2020 with manic bouts of cooking, cleaning and sugar coma’s here are a few things to keep in mind as the end of the year approaches that can help you feel productive in the chaos.

What is the internet worth to you?

How important is technology in your daily life?

Trouble in Paradise

Our clients know that our group has viewed the rush to passive investing with skepticism to say the least. You can’t argue numbers, but something about buying into companies that you didn’t really know anything about never seemed quite right.

Recently, a loud voice echoed our concern that this indexing party may be getting a bit out of hand. The real man behind “The Big Short”, Michael Burry, said as much in an interview with Bloomberg.

Trust Fund Baby

People have long associated trust money with excessive wealth and poor life choices by young people. Another factor that adds to peoples’ misconceptions about trusts is that most folks don’t really talk about it if they get money from one. This combination of stigma and silence leads many to believe that trusts must are only for rich kids and they probably shouldn’t have one.

Stranger Things

Every year investors get put through the ringer of some kind of headline driven market movement, but this year it feels like we’re on a ship about to enter the Bermuda triangle or something.

Aaron mentioned some ulterior motives concerning the trade war currency manipulation accusations last week, so this week I want to touch on some hard facts that definitely have caught our attention.

Rate Cuts, Trade Wars, Currency Manipulation... Oh My!

It has been… well let’s just say it has been an interesting few weeks.  Last week we had our first rate cut since 2008 and this week trade war tensions have reached all time highs.  The combination of these events is creating an interesting narrative, so, don your tinfoil hats and join me in the conspiracy zone.

Home Sweet Home

Since the red-hot year last year, home sales have slowed a bit in the U.S. in 2019 causing alarm for some economists. There is something else though that could cause alarm for some of those new happy homebuyers last year: property tax reassessments.

As most of us life veterans know, mortgage payments are actually a bundled payment and typically comprised of 4 parts: there’s your principal and interest (which is your actual mortgage loan), your homeowner’s insurance, and your property taxes.

ChFC Announcement

We are excited to share with our readers that Aaron Everdyke has earned his Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services.