by jimstr8 | Mar 30, 2019 | Noteworthy
If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so. Many people don’t know that the 2018 contribution deadline is actually the 15th of April. However, if you do decide to contribute, you must designate the year...
by jimstr8 | Mar 7, 2019 | Learning
Decide What Is Most Important To You A common mistake people make is to give up what they want most for what they only want right now. Pick which goals in your life are most important to you, and make achieving those goals your utmost priority. Then… Always Ask...
by jimstr8 | Feb 20, 2019 | Learning
Charles Schwab’s has published its’ latest SDBA Indicators Report, a highly regarded, industry-leading benchmark on retirement plan participant investment activity within approximately 137,000 self-directed brokerage accounts (SDBAs). The report stated that...
by jimstr8 | Feb 13, 2019 | Noteworthy
As you probably know, there has been a lot of market volatility in recent months. Being a financial advisor, I get asked a lot of questions, even from people who aren’t my clients! Some ask if it’s a good time to invest in the markets, or if they should be sticking...
by jimstr8 | Feb 12, 2019 | Noteworthy
Me and You. True Love. Be Mine. People have been giving candy hearts with little messages on them for Valentine’s Day for over 100 years. But most likely not this year. A new company purchased the rights to the sweets but announced they would not have enough time to...
