By Matthew Gaude & Shawn McGuire History shows us that our markets go through cycles and inflation increases at a steady rate. But sometimes
2nd Quarter 2019 Market and Economic Review & Strategy Update
Everything is Awesome! Stock Market at all-time highs, unemployment at record lows, economic expansion at 105 months and interest rates near 2.00%.
Tax Efficiency: 4 Ways To Save Money On Your Taxes
By Matthew Gaude & Shawn McGuire Benjamin Franklin may have declared that “nothing is certain except death and taxes,” but that doesn’t mean
Financial Steps To Take When You Have A Baby
By Matthew Gaude & Shawn McGuire Having a baby is exciting—the miracle of life. But it can also be stressful. After all, kids aren’t cheap. And
What You Need To Know About Roth 401(k)s
By Matthew Gaude & Shawn McGuire Does your employer offer both Traditional 401(k) and Roth 401(k) options? Are you confused about which one may
What Should You Do When You Turn 59 ½?
By Matthew Gaude & Shawn McGuire There are many milestones in life and turning 59½ is one to be celebrated. First off, it’s great that you’re