Insights, Advice & a Whole Lot More
Happy 30th Birthday to the First ETF
The very first ETF (Exchange Traded Fund) was created almost exactly 30 years ago on January 29, 1993, in the form of the SPDR S&P 500 ETF (symbol: SPY). It was originally listed on the American Stock Exchange (AMEX) which was acquired by the New York Stock Exchange (NYSE) in 200
Nathan GilbertFeb 1, 2023
Are the best investors dead?
A 2014 Fidelity study of the best performing 401K accounts came to an interesting conclusion…the best performing accounts over the time period of 2003 to 2013 were those held by an estate or by participants who had totally forgotten about their account. In both cases, the account
Sarah YakelJan 24, 2023
Gotta Start Somewhere
Much like my New Years Resolution to start saying “yes” to more activities (more on that later…) – everyone’s got to start somewhere. Why not use the energy of the new year to get started on your financial journey? While no two people are the same and everyone is going to have a
Sarah YakelJan 18, 2023
New Year, New Revisions
Happy New Year to all our readers and clients! Ahh the one time of year in every 12 month rotation in which almost every human resolves to do something different / better for the sake of a fresh start in a the new year ….“New Year, New Me!”. Despite the best of intentions, we all
Sarah IrvingJan 11, 2023
Out With the Old?
Happy New Year to you and yours! I hope everyone found time to spend with family and friends and didn’t get too caught up in The Space Between that Sarah Y mentioned in her latest post. Maybe that’s what it’s like to be fully retired and you forget what day of the week it is…I […
Nathan GilbertJan 3, 2023
When You’ve Had Too Much
The week between Christmas and New Years is always a bit of a strange feeling. Christmas decorations are still up as a reminder of the joyful season, families begin to disperse and head their separate ways, the most motivated start to plan their resolutions, and we all feel a lit
Sarah IrvingDec 28, 2022
The Space Between
This week is one of the odd calendar anomalies where days seem blend into each other… Source – https://twitter.com/technicallyron This week, our kids live in pajamas, food is random assortment of cookies, candy, and leftovers at all hours of the day, and screen time rules go out
Sarah YakelDec 27, 2022Stocking Stuffers
Every year I’m on it in terms of shopping for big gifts. Typically taking advantage of Black Friday and Cyber Monday deals. I do however leave the “stocking stuffers” until the last minute. There’s the traditional oranges and candies, but after that I get lost. Another pair of so
Sarah YakelDec 20, 2022
Finding Joy
If you have children, grandchildren, know of someone who has children, or even just look around any of the big stores then you probably know about “Elf on the Shelf”. This “magical” elf is adopted and named by the children of the house and gets into all sorts of mischief …. every
Sarah IrvingDec 13, 2022
When Taking a Loss Can Help
As we approach the end of the year, a lot of our clients are asking what they should be doing before 2022 comes to a close. There are plenty of things-to-consider-before-the-end-of-the-year lists out there, but if you have investments in taxable (non-retirement) accounts, you may
Nathan GilbertDec 6, 2022
Annual Traditions
It’s no surprise to anyone that we are in holiday season! 😊 From Halloween to Thanksgiving…and then on to Christmas and New Years…it is just months on end of celebrations and annual traditions. My kids remember each one…we had to watch Macy’s Thanksgiving day parade…and get a Ch
Sarah YakelNov 29, 2022
Should I Pay Off My Debt?
Debt complicates not only our finances, but our emotions too. Much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that! Paying Down Debt Paying down debt can make you more financially secure and give you more flexibility
Sarah YakelNov 15, 2022