Navigating Generation-Specific Economic Challenges: The Role of Financial Advisors
In today’s complex economic landscape, each generation faces unique financial hurdles. From Baby Boomers to Gen Z, understanding these challenges…
Browsing: David Wentz
Financial Outlook for 2025: Trends and Projections
As we approach the midpoint of the 2020s, the financial outlook for 2025 is shaped by a confluence of economic,…
The Importance of Rebalancing and, yes, it’s important
It is hard to believe – but we’re already through the first quarter of a new year. As 2021 came…
The cryptocurrency market
What is it… and how does it work? As 2021 plunges forward, and markets continue to rise, one topic…
Investing During Periods of Inflation
What does inflation mean for your investments? I hope all of you are doing well as we head into…
Traditional or Roth 401(k) plans
It’s a question of when you pay your taxes Often in 401(k) enrollment meetings with employees of equipment dealerships…
College Planning
Some options to consider Hey everyone, I always try to write about financial topics that feel relevant, and that I…
Beneficiary Designations
A quick review of the two types We have discussed in the past the importance of designations, but I thought…
Bucket Theory
Review why you save and how you save Hello everyone. As we enter the back half of 2018, I thought…
Legislative and Regulatory Changes Affect Retirement Plans
Looking back at 2020 As we begin a new year, I am reminded of the resiliency shown in 2020 by…