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  • Nov, 2022
  • Tom Zebroski, CFP®, AAMS®

Guide to Retirement Planning: How Much Do You Need to Live Comfortably?

Whether you are a successful self-employed professional with a private practice, or a highly compensated employee, everyone wants to know how much they need to retire comfortably. And just like your day-to-day lifestyle expenses will vary drastically based on your personal preferences, income level, and profession, so will your retirement lifestyle and required savings.
  • Sep, 2020
  • John Grubbs

What’s the Fed got to do with it?

It is that time again. The Federal Reserve [1] cut interest rates, which creates a lot of misconceptions about mortgage rates and lending rates. The Federal Funds Rate [2] was cut by 1.25% over the weekend to a range of 0.00% to 0.25%.
  • Apr, 2020
  • John Grubbs

Cares Act Update

The CARES Act provides many provisions that may have an impact on your business, personal finances or retirement plan. The plan is very large in scope and many of the details are still yet to be determined.
  • Jul, 2019
  • John Grubbs

Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at the barbeques or other Social Gathering.
  • Apr, 2019
  • John Grubbs

The Index Bogeyman

Over the last several years, index funds have received increased attention from investors and the financial media.Some, such as Michael Burry, made famous by his short of subprime mortgage in 2008, have even made claims that the increased usage of index funds may be distorting market prices.