by | | Components of Financial Freedom, Financial Planning, Tax Planning, Uncategorized
Imagine owning a diversified portfolio that tracks the broader market while simultaneously working to reduce your tax burden year after year. That is the essence of direct indexing. It is not about chasing performance or attempting to outsmart the market. It is about...
by | | Featured Posts, Retirement Investing, Retirement Planning
Read through the blog here, or skip to our Retirement Planning: Are You Ready To Retire? video below. How do you know when you are ready to retire? While it can be different for each person, everyone has to take into account both how much you’ll be spending to...
by | | From the Trade Desk, Market Commentary
Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
by | | Featured Posts, Financial Planning, Formation, Foundation, Freedom, Retirement Investing, Tax Planning
The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
by | | Allgen, From the Trade Desk, Fundamentals of Investing, Uncategorized
Read through the blog here, or skip to Jason’s Managing Risk in Your Investments video below. Key Takeaways: A portfolio that falls less than the market doesn’t need to beat the market on the upside to outperform over the long run – a portfolio that loses less...
