Roman Aqueducts
Roman Aqueducts If you've had the good fortune to visit Italy, you may have seen one of the world-famous Roman aqueducts. These aqueducts are one of history’s greatest engineering accomplishments. The [...]
Following The Crowd
Following the Crowd Following the crowd isn't always a good idea. For example, you’ve probably heard of the phrase “buy low and sell high.” In a nutshell, it means buying a [...]
Secure Act Regulations Are Here
Secure Act Regulations Are Here By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Secure act regulations are here. On February 23, 2022, the IRS released the long-awaited [...]
The Russian Invasion and Market Volatility
The Russian Invasion and Market Volatility I've had several different people ask questions about the Russian Invasion and market volatility. Specifically, they want to know how long market volatility will last [...]
Retirement Accounts in 2022
Retirement Accounts in 2022 By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Pop the champagne! It is almost time to turn the page on the calendar to [...]
Baseball Investment Strategies
Baseball Investment Strategies With baseball investment strategies, there is no consistence. It’s a matter of feast or famine. For example, a baseball player who strikes out 200 times and has 50 [...]
Transfer on Death (TOD)
While market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio. And to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.
Year-End Financial Review
Year-End Financial Review It’s the end of November, and I hope you had a great Thanksgiving! Now the time is ripe for your Year-End Financial Review. Many people look at their [...]
Important Paperwork Checklist
Important Paperwork Checklist Certain documents ensure your ability to assist your loved ones in a medical or financial emergency. They can also ease the distribution of your estate. You should create [...]
Health and Wealth Are Connected
Health and Wealth Are Connected You should make caring for your health part of your focus. After all, your health and wealth are connected. In fact, the American Journal of Public [...]
