Is it time to make changes to my 401(k)?

Zach Rivard, MS-PFP, CFP®, AIF®

Wednesday, June 26, 2024

How much is your 401(k) costing you? Many small business owners start a 401(k) for their business, but fail to regularly evaluate if the plan, plan provisions, or service providers still fit the needs of the business...

Tech Stocks Paying New Dividends!

Ted Schumann, II, MBA, MSF, CFP®, AIF®

Thursday, May 30, 2024

Good news for tech stocks! Several large tech companies have just started paying a dividend to shareholders. In the past 10 years, technology stocks have taken over the S&P 500 Index. Their weighting within the index went from 11% in...

What We Can Learn from the First Republic Bank Failure

Ted Schumann, II, MBA, MSF, CFP®, AIF®

Wednesday, May 3, 2023

First Republic Bank is the 4th bank failure of 2023 after poor earnings reports. In light of this bank failure, hopefully both banks and depositors will take some lessons to heart: the value of liquidity and the diversification of assets.

Ted's Thoughts on the Silicon Valley Bank Failure

Ted Schumann, II, MBA, MSF, CFP®, AIF®

Monday, March 13, 2023

Over the weekend you may have caught news of the Silicon Valley Bank failure. Now, a couple other banks seem to be following suit. However, these aren’t your average banks, and therefore the average person has no need to panic....

How to Survive a Bear Market Attack

Ted Schumann, II, MBA, MSF, CFP®, AIF®

Monday, February 13, 2023

Bear Markets can be scary for some investors. But, the most important thing to remember is: Don't Panic! There are some key steps investors can take to protect their portfolio and wait out bear markets.