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  • IRA-Based Retirement Plans for Employers

    • December 8, 2021
    • Posted by: Parker Evans
    • Categories: Financial Planning, Retirement Planning, Retirement Strategies
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    Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed.  IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.

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  • Wide Moat Investing Revisited

    • October 19, 2021
    • Posted by: Parker Evans
    • Categories: ETF, Portfolio Management, Stocks, Wealth Management
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    Wide moat investing works. Competitive advantage matters. Ten years ago, we first posted about wide moat investing. Since then, a booming stock market has created remarkable wealth for many investors. Here’s an update.

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  • Buy, Sell, or Hold?

    • September 30, 2021
    • Posted by: Parker Evans
    • Categories: Financial Planning, Portfolio Management, Stocks
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    Whether you hold investments or uninvested cash, you need to know when to buy, sell, or do nothing.  It’s an unavoidable high-stakes decision…

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  • How to Hedge Your Portfolio with a Protective Put Option

    • September 9, 2021
    • Posted by: Parker Evans
    • Categories: Options, Portfolio Management, Stocks
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    You may have a strong hunch that the stock market is ready to drop. A protective put option can is a sensible strategy when a market decline appears imminent yet uncertain. Watch the brief video to learn more.

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  • Immediate Annuities – What You Need to Know But Agents Won’t Tell You

    • September 6, 2021
    • Posted by: Parker Evans
    • Categories: Annuities, Financial Planning, Retirement Planning
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    It’s true. An immediate annuity can provide dependable income that the owner-annuitant can’t outlive. But there’s at least one significant drawback- you might lose money! Read on to learn more about the pros and cons of immediate annuities.

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  • Rescue Your Stranded Retirement Accounts

    • September 4, 2021
    • Posted by: Parker Evans
    • Categories: Financial Planning, Retirement Planning, Wealth Management
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    Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.

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  • Invest Now. Don’t Procrastinate. Avoid Hoarding Cash.

    • September 2, 2021
    • Posted by: Parker Evans
    • Categories: Financial Planning, Portfolio Management, Retirement Planning
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    The best time to invest is now. Avoid procrastination and hoarding cash. Remember, timing the stock market or bond, or money market is hard to do. As esteemed NY Yankee Philosopher Yogi Berra once observed, “Prediction is difficult…”

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  • Top Ten Highest Quality Stocks in the USA

    • August 24, 2021
    • Posted by: Parker Evans
    • Categories: ETF, Portfolio Management, Stocks
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    Here’s a list of what is arguably the top 10 highest quality stocks in the USA as of August 24, 2021.

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  • Is Uber Stock Worth Riding from Here?

    • August 23, 2021
    • Posted by: Parker Evans
    • Category: Stocks
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    Shares of Uber Technologies $UBER traded recently at 42% discount to Morningstar’s estimate of fair value. Of course your mileage may vary…

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  • Key Financial and Tax Data Factsheet 2021

    • August 9, 2021
    • Posted by: Parker Evans
    • Categories: Factsheet, Financial Planning, Taxes
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    Key Financial and Tax Data Factsheet 2021. Includes tax brackets, IRA limits and more.

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