Blog

Standard Deviation

by Craig Moser on December 14, 2018

Measuring gains and/or losses on investments begins when you purchase the investment. Also known as the reference point, the impact going forward shows investment returns aren’t in a straight line. So how do we measure, and what should we expect?  […]

Continue Reading

Getting Tax Efficient

by Craig Moser on November 30, 2018

I frequently see people losing money to taxes.  Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes.  The trade-off of getting tax efficient is accepting short-term costs for long-term benefits.  Below are […]

Continue Reading

The Initial Public Offering (IPO)

by Craig Moser on November 2, 2018

You have probably heard the term initial public offering, or IPO.  You probably know it’s a process that allows private companies to become public and sell shares in their firm.  But beyond that basic overview, do you understand IPOs?   Do […]

Continue Reading

The Wide Wide World of Debt

by Craig Moser on October 19, 2018

Debt.  Most of us are familiar with it.  Used wisely, it can help generate equity, build your credit score and even prepare for the future.  From mortgages and credit cards to car and student loans, the New York Fed reported […]

Continue Reading

Taking Control of the Financial Keys

by Craig Moser on September 21, 2018

Whether taking control of the financial keys from your parents, or making things easier for your own children, everyone should review important health, financial and estate documents annually.  Here are some steps you can take now before a health crisis […]

Continue Reading

A Second Look at CDs

by Craig Moser on September 7, 2018

If you have some cash to invest, you may be trying to figure out where to put it. In recent years, choices have primarily been low-risk investments with near 0% interest rates, or higher risk investments hoping for a higher […]

Continue Reading

The Significance of an Inverted Yield Curve

by Craig Moser on August 10, 2018

An inverted yield curve occurs when short-term bonds yield less than long-term bonds.  It’s unusual because that’s exactly opposite of what normally occurs in the bond market.  It’s significant because it predicts a recession.  Being able to identify an inverted […]

Continue Reading

Ready to get MORE out of your retirement?

Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

Show Buttons
Hide Buttons