Category Archives: financial planning

Are Robo Advisors Really Worth It?

It’s been nearly a decade since so-called robo-advisors first came on the scene offering digital advice to investors. During that time, stocks have gone nearly straight up. And during that time, most large investment firms have jumped on the band wagon offering automated investing tools. Firms like Wells Fargo, Fidelity and Vanguard now all offer…
Read more

Can Driving Habits Affect Your Retirement?

Most of us probably don’t think about how our driving habits relate to other aspects of our lives. Sure, paying a speeding ticket is a bummer. And a car accident will ruin anyone’s day. But did you ever think that being a bad driver could have an impact on your retirement? I know I didn’t…until…
Read more

What Does An Inverted Yield Curve Mean?

You’ve probably been hearing some news lately about how the yield curve has gone inverted recently. You man be wondering, “What is an inverted yield curve? And why does that matter to me?” These are two great questions, and important ones too! Check out this really cool video of the history of the treasury yield…
Read more

Tips if you are planning to retire in 2019

Great advice for anyone getting close to retirement, or for someone who is already retired. Figuring out a budget for retirement is really step one. You need to know what’s coming in and what will be going out. Then, you want to make sure you have enough guaranteed lifetime income to cover the essential things.…
Read more

Never too young to learn about money!

Barclay the ice dog recently joined the NHL St. Louis Blues team for a “ruff” practice, and had a great time!  As you can see, this young dog is very comfortable on the ice, and having fun learning how to play hockey (sort of!). Similar to Barclay, our kids are never too young to learn…
Read more