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Generation X- Investment

Avoid the junk drawer approach to retirement savings. If you have accumulated multiple retirement accounts from past employers you may be in need of some serious organization. About 30% of all retirement assets in the U.S. are held in IRA’s, and 87% of IRA owners funded all or part of their IRA’s with a rollover. Think of it as a suitcase you pack up and take with you when you leave an employer. Generally, these rollovers remain tax deferred, have a broader range of investment choices and provide greater control when it comes to accessing your funds in the future. Contact us today to learn more about the advantages of a Rollover IRA.


Everyone knows that saving money can be a challenge when there seems to be an endless stream of monthly expenses. One of the most basic tenants of sound investing involves the simple habit of “paying yourself first.” One way to create this habit is to start a tax advantaged retirement savings account with your employer. Contributions to these types of accounts are made “off the top” before you receive your paycheck giving you the ability to pay yourself first. Then, you can increase your contribution annually, in small increments, continually training your budget to pay you first. A bonus of the strategy is found in the concept of dollar cost averaging where you purchase shares of your investment over a period of time in hopes of driving down your average purchase price. Contact us to start paying yourself first today.

Dollar Cost Averaging does not assure a profit or protect against loss in a declining market, and involves continuous investment in securities regardless of fluctuating prices. An investor should consider his/her ability to continue investing through periods of low price levels.

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Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.