More questions are coming up about cryptocurrencies, especially after an election in which they became a hot topic at times.  What are cryptocurrencies?  How do they work?  And maybe most important, should they be part of my portfolio?

We work with many people who have retirement plan accounts and often get questions about what to do with them when they leave the company. This is a quick overview of the options available to most participants.

There are thousands of investment options across stocks, bonds, Mutual Funds, ETF’s, and others. Today we’ll explain more about Mutual Funds and ETF’s – how they are alike and how they are different.

Income paid from U.S. government bonds is taxable at the Federal level but may be exempt from state income tax for many people. The 1099 Composite forms do not usually have enough information included to calculate this potential exemption alone, but with information from the fund managers, it's possible to see what potential savings there may be.

This Market Topic provides information on the Shiller CAPE ratio and the historical relationship between valuations and forward returns.

Bonds are an important part of many portfolios, but what are they, and how do they work?

It’s normal to think you have to “win” to win - but with wealth, sometimes you actually win by not losing.