by Joe Clark | Aug 7, 2019 | Investments
In 1924 there were no fax machines, email or cell phones. There also weren’t easy ways for common people to invest their money. This was the Roaring 20’s and people wanted their share of the excitement. The solution was to create three types of investment trusts...
by Joe Clark | Jul 24, 2019 | Investments
The majority of mutual funds that are used in retail investment accounts and 401k plans are considered to be open-ended. Simply put, you invest your dollars in a fund with many other investors. The manager of the fund then buys stocks, bonds or both and divides the...
by Joe Clark | Jul 17, 2019 | Your Life After Work
People take risks every day. Some of them are more obvious like driving a car, but we forget the less obvious such as falling in the shower. There are four things you can do to help mitigate your exposure to risk, including financial risk, (although that won’t help...
by Joe Clark | Jul 11, 2019 | Blog
Vacation season is upon us. We received a question last week regarding saving for a vacation, and it is one worth discussing. Can you use your Roth IRA for vacation expenses? The Roth option can be very confusing. The Roth concept, named after Senator Richard Roth,...
by Joe Clark | Jun 21, 2019 | Legacy Planning, Your Life After Work
One of the most important messages we strive to convey to families is that retirement planning is an ongoing journey and not a one-time event. Successful retirement journeys demand a roadmap, complete with milestone markers for predictable occurrences along life’s...
