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Cryptocurrency: Not for the Faint of Heart

Category: Investing » Alternative Investments
By Ryan Lamoureux
07/23/2021

Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.

Teaching Your Kids to Invest Early in Life

Category: Financial Planning
By Caleb Brown
07/19/2021

One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.

Alphabet Soup

Category: Financial Planning » Charitable Giving
By Wade Den Hartog
06/01/2021

Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning
By Andy Mullan
05/15/2020
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

Growing in Confidence

Category: Foster Group
By Brittany Heard
05/08/2020
I found that I often feel more confident if I do certain things: prepare, practice, pretend, and primp.