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What is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional?

Have you ever noticed that licensed professionals like tax advisors, doctors, attorneys, or dentists proudly display their designations...

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What is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional?

Combat Pay/Tax-Exempt Pay & Your TSP

Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...

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Combat Pay/Tax-Exempt Pay & Your TSP

Don’t Play ‘Retirement Roulette’

Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

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Don’t Play ‘Retirement Roulette’

How To Start Saving as a Young Adult

When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...

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How To Start Saving as a Young Adult

Tech and the S&P 500

The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

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Tech and the S&P 500

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

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Understanding Mean Reversion in Trading

Why Make Backdoor Roth IRA Contributions?

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

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Why Make Backdoor Roth IRA Contributions?

What are Annuities?

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!”   It's not a common phrase...

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What are Annuities?

President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

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President Trump’s Election Victory and Investing

What is the Efficient Market Hypothesis?

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

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What is the Efficient Market Hypothesis?

Traditional 401(k) vs. Roth 401(k)

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

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Traditional 401(k) vs. Roth 401(k)

The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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The Bond Market Simplified

Investing

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