Why we should ask "What if I'm wrong?"
I was listening to a great podcast this morning with two of my intellectual heroes, Stanford-educated performance/longevity MD Dr. Peter...
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Michael Finch
- Feb 14
- 4 min
What's Good in the SECURE 2.0 Act
It’s not the most imaginatively named legislation, but the SECURE 2.0 Act expands the 2019 SECURE Act to make it easier to have a...
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Michael Finch
- Nov 9, 2022
- 4 min
Elect to Leave Your Portfolio Alone
By Weston Wellington, Vice President. Nov 4th, 2022 On November 8, US voters will cast their ballots for all 435 seats in the House of...
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Michael Finch
- Nov 9, 2022
- 3 min
Inflation Has Tax Impacts, Too
Inflation has been making every area of our lives more expensive as the costs of the goods and services we use every day have...
140
Michael Finch
- Oct 27, 2022
- 1 min
What History Tells Us about the Market and Control of US Congress
Nearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is...
120
Michael Finch
- Oct 20, 2022
- 2 min
What Drives Financial Health?
Oct 20th, 2022 I just returned from the XYPN Live Financial Planning Conference in Denver and wanted to share one of the most interesting...
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Michael Finch
- Oct 13, 2022
- 4 min
October Market Commentary – Fed to Economy: Drop Dead. Economy: Wait, No – We’re Slowing
7 Oct 22 The Fed raised the key short-term interest rate by another 75 basis points at the September FOMC meeting, but the big news...
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Michael Finch
- Oct 6, 2022
- 5 min
What Drives Investment Returns? Start with Ingenuity.
By Weston Wellington Vice President, Dimensional Fund Advisors A recent news item reported that Frederick Smith intended to step down as...
150
Michael Finch
- Sep 28, 2022
- 5 min
Are the very wealthy the only ones who need a trust?
Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and...
240
Michael Finch
- Sep 21, 2022
- 4 min
Planning for the Five Big Tax Challenges in Retirement
Creating a retirement paycheck that generates the income you need while keeping you in the lowest possible tax bracket isn’t as easy as...
200
Michael Finch
- Sep 15, 2022
- 4 min
Is it Time for an Umbrella Policy?
Increasing the personal liability coverage limits on your auto and homeowners insurance as your income grows is a smart move. But there...
120
Michael Finch
- Sep 7, 2022
- 1 min
What History Tells Us about the Market and Control of US Congress
Nearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is...
140
Michael Finch
- Aug 31, 2022
- 4 min
The Benefits of a Living Inheritance
Creating a gifting strategy to donate assets to non-profits or causes that are meaningful is a standard part of many financial plans –...
240
Michael Finch
- Aug 24, 2022
- 4 min
Avoiding the Penalty for Early Roth IRA Withdrawals
The advantage of the Roth IRA is that you pay the taxes before you contribute, so your money grows tax-free, and no taxes are due on...
140
Michael Finch
- Aug 20, 2022
- 4 min
How to Support your Parents' Successful Aging.
Whether it builds gradually or something happens to spark it – there’s a moment in adulthood when you realize that you need to care for...
190
Michael Finch
- Aug 11, 2022
- 2 min
Value’s Rebound Rewarded Investors Who Stayed in Their Seats
By Wes Crill, PhD Head of Investment Strategists and Vice President, Dimensional Fund Advisors Value’s recent turnaround has rewarded...
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Michael Finch
- Aug 4, 2022
- 5 min
When is it Time to Hire a Financial Advisor?
For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a...
290
Michael Finch
- Jul 28, 2022
- 3 min
Potential Opportunities in a Bear Market
Asset prices are significantly down from recent highs. The bear market is here, and we have no idea how long it will be before the bulls...
140
Michael Finch
- Jul 22, 2022
- 5 min
Tax Planning in the Mid-career stage
Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your...
300
Michael Finch
- Jul 14, 2022
- 5 min
So What’s Your Plan for the Bear Market?
A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things you need to buy....
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