Tom King
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Give Wisely to Maximize Your Charitable Impact
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During this holiday season, we feel it may be helpful to review some ideas for year-end giving. Two studies conducted at the University of Chicago and Northwestern University found that […]
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Take Steps to Protect What You Value Most
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It’s a lesson we learn at an early age, whether we realize it or not. Look both ways before you cross the street. Brush your teeth. Put on sunscreen. Don’t […]
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Fighting Inflation: Consider 5 Options to Stem the Rising Tide
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Inflation has risen to levels that many parts of the developed world haven’t seen for 40 years. In fact, the Consumer Price Index (CPI) has been higher than the Federal […]
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Which Education Expenses are Considered Qualified?
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As a new school year begins, now is a good time to refresh your understanding of qualified expenses for your education savings accounts. 529 plans are valuable education savings tools – they […]
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Twists, Turns and Taxes
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Discerning investors know that volatility comes with the territory. As we all feel right now, U.S. stock indices can experience wide-ranging swings. While not exactly comforting in your retirement years, […]
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Let’s Talk About Risk
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Risk is inherent in investing, and it comes in an array of forms. Since risk and reward go hand in hand, understanding each major type of risk you face, especially […]
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Are You Benchmarking Your Portfolio Appropriately?
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Although investing can seem pretty complicated, the success of your portfolio strategy should really be judged by a simple question: What do you want your financial plan to accomplish? For […]
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Unexpected Tax Bill? Avoid Compromising Your Long-Term Plan
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Tax filing season is underway, and many working Americans are already receiving their refunds —but what happens if you were expecting to break even or receive a refund and are facing […]
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When a Dollar Can Tip the Scales
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In many ways, an extra dollar can put a smile on your face, say when you find it in your car’s coin cubby just as you roll through a drive-thru […]
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Focus on the Future When Volatility Rears Its Head
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You may be surprised, especially if you are nearing or into your retirement years, by the ups and downs in the market this week. If so, you’re in good company, […]