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Wednesday, August 17, 2022

Almost everyone in America is familiar with the term “S&P 500”.  We all know, in a nutshell, it is one of the most popular ways to benchmark the U.S. stock market.  Have you ever wondered what the S&P 500 actually...

 

Wednesday, August 10, 2022

When saving for retirement, the I.R.S. tax code allows many of us to choose one of two forms of tax qualification.  Without delving too deep into who may or may not be eligible for either one, or in which type of retirement plan...

 

Wednesday, August 3, 2022

Today let’s talk about two basic types of stocks for investment purposes:  growth vs. value.  These types of companies serve a very different purpose in your portfolio.  Both (or either) can be very useful...

 

Wednesday, July 27, 2022

Managing money: the Distribution Phase.There comes a time for most of us when we want to spend some or all of the money we have saved.  Retirement is a unique concept when it comes to money.  Most distributions involve saving...

 

Wednesday, July 20, 2022

Since the 1970’s, employers have slowly been leaving the older pension-style retirement plans (called defined benefit plans) and cycling into plans that allow employees to determine how much of their compensation they want to...

 

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Monday, July 11, 2022

 Investing in uncertain times:The S&P 500 has logged annual gains in 12 of the last 13 years.  Since the housing market collapse of 2008, the market has been on more-or-less a consistent run upward.  The one year it did...

 

Wednesday, July 6, 2022

Here in the United States, property passes by 2 forms: by title and by will.  Property with a qualified beneficiary or co-owner immediately passes as part of the property registration when an owner dies.  Property without...

 

Monday, June 27, 2022

Long Term Care is a giant dark cloud that hangs over retirement planning.  Not only can the need for long term care rob your quality of life, it can financially ruin you in the process.Statistically speaking, the longer you live,...

 

Friday, June 24, 2022

We are thrilled to send our collective CONGRATULATIONS to our very own Caroline Korte!  She was honored earlier today as this year’s recipient of The Ladd Mathis Award by the United Way of Paducah/McCracken County!...

 

Wednesday, June 22, 2022

In the past, I’ve spoken about portfolios and how they should be built.   There are a lot of factors that come into play when putting an investment portfolio together for a client, but at its simplest form most...

 

Tuesday, May 10, 2022

 

Saturday, May 7, 2022

Over the last 100 years, the American consumer has been increasingly accepting of debt. Is that a good thing? Is that a bad thing? What IS debt? How is it used? What does it do?

 

Tuesday, February 8, 2022