News and Commentary

Investing is no Place for Emotions and Knee-Jerk Reactions By Scott Montgomery, CLU, ChFC

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Posted on October 20, 2022 by Scott Montgomery

The equity markets provide investors with opportunities to build wealth, but not without risks. Before putting any money into the public markets or any investment vehicles, you should take the time to consider your long-term goals, risk tolerance and time horizon. When these factors are accounted for in a well-thought-out strategy, you may be better prepared […]

Minimizing Exposure to the Dreaded Death Tax By Ryan Whiteman

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Posted on October 12, 2022 by Ryan Whiteman

Not only is it true that death and taxes are the only certainties in life, but one’s death can come with significant tax liabilities. The key to minimizing these so-called “death taxes” is to put tax-efficient estate plans into place while you are alive. The term “death tax” refers to money the federal government and […]

The Reality of Investing: A Look into Behavioral Finance By Shane Phillips, CFA, CAIA, CFP ®

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Posted on October 04, 2022 by Shane Phillips

Most versions of economic theory assume humans are rational beings who will make the best decisions given the facts of their current circumstances. Unfortunately, a theory is not reality. People commonly make financial decisions based on irrational and inefficient cognitive biases and other psychological factors that ultimately influence fluctuations in the public equity markets. To […]

Relatable Finance Podcast Episode 110: Thoughts Around the Midterm Election

Posted on September 27, 2022

Midterm elections have an impact on the economy and policy going forward, they can also have an impact on market returns. In this episode, the relatable finance guys go over some of the factors impacting the environment and what could be in store as we head into election day.

ABLE Accounts Offer Tax-Free Savings Options for Persons with Disabilities By Lee F. Hediger

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Posted on September 14, 2022 by Lee Hediger

The introduction of ABLE accounts in 2015 has helped millions of people with disabilities and their families save as much as $100,000 for qualifying living expenses without any risk of losing government benefits, such as Supplemental Security Income (SSI). Contributions to these accounts grow tax-free while distributions used to pay for qualifying disability expenses (QDEs) […]

Relatable Finance Podcast Episode 109: Expectations versus Reality

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Posted on September 13, 2022 by

In this episode, the relatable finance guys discuss differences between expectations and reality for various areas of financial life including investment returns and opening your own business. They also discuss other unexpected life events and the opportunities they may bring.

Don’t Forget Your Pets in Your Estate Plan By Robert Mark Weiss, CFA

Posted on September 07, 2022 by

It is increasingly common for pet owners to make provisions in their wills to provide ongoing care of their furry companions in the event they pass away or become unable to do so on their own. Moreover, all U.S. states and the District of Columbia allow their residents to establish pet trusts and set aside […]

How Does the Inflation Reduction Act Impact Consumers? By Scott Montgomery

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Posted on September 01, 2022 by Scott Montgomery

On August 16, 2022, President Biden signed into law the Inflation Reduction Act (IRA), which represents the largest investment the country has ever made to fight climate change. Also included in the $430 billion spending-and-tax package are provisions intended to reduce consumers’ healthcare costs, lower the federal deficit and bolster the IRS’s taxpayer support services […]

Relatable Finance Podcast Episode 108: Implications with China and Taiwan

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Posted on August 23, 2022 by

With the recent trip by House speaker Nancy Pelosi to Taiwan, China has responded by conducting military drills after threating severe consequences if she were to do so. In this episode, the relatable finance guys provide some background on the China-Taiwan relations, some implications should conflict escalate further, and how this can be factored into […]

401(k) Plan Sponsors Get More Time to Adopt Amendments By Olga Ismail

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Posted on August 17, 2022 by Olga Ismail

The IRS recently issued guidance extending the deadline for retirement plans and individual retirement accounts (IRAs) to adopt amendments reflecting legislation passed into law in 2019 and 2020. The previous deadline for calendar year plans has been postponed from December 31, 2022, to December 31, 2025. The additional time is good news for sponsors and […]

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