Your MicroVu 401(k): A Guide for Employees
Employee Guide for MicroVu 401(k)
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Trump Accounts: Take the $1,000, But It’s Not a Wealth Plan
What are Trump Accounts? Trump Accounts are a new type of investment account for children, scheduled to launch July 5, 2026. The…
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Are Individual Bonds Or Bond Funds A Better Investment?
Introduction Are individual bonds or bond funds a better investment? Bonds are an important part of an investment portfolio. Maybe you’ve heard…
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What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
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Is inflation bad for investments?
Inflation is the increase in prices for goods and services during a period. It is measured by the Bureau of Labor Statistics…
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Coronavirus Stimulus Plan – The CARES Act
The coronavirus stimulus plan known as the “CARES Act” is here and it’s huge. It passed in the Senate 96-0, was approved…
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David’s Personal Finance Q&A – November 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
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David’s Personal Finance Q&A – February 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
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Dow 20,000 – What Does This Mean For Your Investments?
The Dow Jones Industrial Average closed at 20,068.51 which is an all time closing high. For those that like round numbers, this…
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5 Misconceptions Putting Your Finances At Risk
The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the…
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403b Plans And What Teachers Need To Know
Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are…
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How To Make Smarter Investing Decisions
Investing decisions can be hard with all of the noise out there. As a financial advisor, I’ve seen the damage caused when…
