Insights, Advice & a Whole Lot More
Home Sweet Home
Buying your first home is considered one of the biggest milestones — in life as well as finances. It’s a big commitment, and there’s a good chance this will be the largest purchase you’ve made to date. If you are a first-time home buyer, here are five guidelines to assist you in
Sarah YakelApr 13, 2021
Rising – inflation and interest rates?
The theme of things increasing seems to be all around us. The temperature is rising, the hours in the day are getting longer (yay!), and the number of fowls in the Irving family are continuing to grow… Not pictured, three more chicks and three new ducklings…. send help! In the fi
Sarah IrvingApr 6, 2021
Ch-Ch-Ch-Ch Changes (to tax rates)
Facing Financial Changes The first refrain of the song “Changes” by David Bowie contains some surprisingly apt lyrics for probable changes in tax rates: “Ch-ch-ch-ch-changes. Turn and face the strange. Ch-ch-changes. Don’t want to be a richer man.” Yes, there are some changes (an
Nathan GilbertMar 30, 2021
The Unexpected
March Madness is here, it is the season of surprises (we’re looking at you, Oral Roberts University…thanks for busting everyone’s brackets…). The members of Yakel family spent the weekend alternately crowing in victory or complaining in defeat, as our family bracket competition g
Sarah YakelMar 22, 2021
What is a Roth IRA?
If the only thing you know about a Roth is that it rhymes with sloth …well, then this post is for you. So. Are you ready to find out what this Roth IRA thing is? It is a type of retirement account! Roth IRAs (IRA stands for Individual Retirement Account) are specific retirement a
Sarah YakelMar 16, 2021
Teach Them Well
Four year olds are intrinsically curious which means they tend to ask a lot of questions…. About everything…. All the time. As tiresome as it can be, it is an incredible trait of children and a characteristic that most teenagers and adults grow out of. The favorite word in the Ir
Sarah IrvingMar 9, 2021
Risk On
Irrational investor behavior is nothing new, but as Sarah Yakel pointed out in her blog last week, the sheer volume of data (both good and bad) and wanna-be-stock analysts has increased dramatically in recent years. Some have made headlines touting huge short-term gains, but most
Nathan GilbertMar 2, 2021
Information Overload
Reddit’s Impact on Investing Investing has been front and center this past month with the ongoing Reddit/GameStop/Robinhood saga all over the news: In a Yahoo Finance poll, 28% of investors polled admitted to buying one of the stocks in the news—AMC was the most purchased stock,
Sarah YakelFeb 23, 2021
Yours, Mine, and Ours: Financial Planning Together
It’s February. It’s the month of love, Valentine’s Day. With love comes marriage, and marriage is a beautiful thing. But, what a lot of people forget to talk about is there is a business side to marriage, in the midst of the honeymoon phase. Then, seemingly out of nowhere, the di
Sarah YakelFeb 16, 2021
Stocking Up on Employer Stock
The groundhog really was not joking with his appearance implying 6 more weeks of winter. While the snow can be beautiful, snow days lose a little bit of their magic when you actually have to go somewhere and shovel it. My one year old has the right idea about snow days, particula
Sarah IrvingFeb 9, 2021
How Is the Stock Market Still Going Up?
Global stock markets keep going up and up. Some things have indeed improved since the dark days of March 2020. But other conditions have worsened. Yet, it almost seems no matter what the news is, investors remain bullish. Clearly the collective market wisdom is that the pandemic
Nathan GilbertFeb 2, 2021
Lessons From A 10 Year Old Stockbroker
This is Ben. He is my 10-year-old and littlest child, and he is the best helper. Over Christmas break, Ben was helping me assemble a million new client packets, and he noticed the risk tolerance questionnaire that we include for every prospect to complete. Ben was excited to find
Sarah YakelJan 26, 2021