The Yield Curve Has Flipped – Don’t Let Your Investment Strategy Flip as Well


The Yield Curve Has Flipped, Don’t Let Your Investment Strategy Flip As Well August 2019 What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For [...]

If Your Choices are Beautiful, So Too Will You Be


Born almost 2,000 years ago as a slave in present day Turkey, Epictetus obtained his freedom and became one of the most influential philosophers of all time. Here is one of my favorite teachings of him: “If your choices are beautiful, so too will you be”. You are what your choices make you.  Throughout life [...]

Priority Pyramid for Tax-Savings Vehicles


Most know they need to save money. Whether it is for an emergency, retirement, or some other goal, saving is essential. One of the big decisions in the planning process is what vehicles you should save in. Should you use a traditional 401(k)/IRA or Roth 401(k)? Should you use a 529 plan? What about an HSA? How much should be going in taxable accounts? What other types of accounts should be used?

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