Blog

What’s on our mind? You can read about it in our Financial Focus Blog. Whether it’s ideas about prudent planning or emerging trends that affect your retirement savings, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

What Is Generational Wealth Management?

Lewis Chamberlain | Thursday, August 17, 2023

Generational wealth management refers to the strategic planning, preservation, and distribution of financial assets and resources across multiple generations within a family. The primary goal of generational wealth management is to...

e-Signatures Are Here To Stay

Lewis Chamberlain | Thursday, March 9, 2023

When taking my dog to the vet recently I realized how quickly our society is transitioning to electronic document processing. A day before my appointment I received a text message asking me to confirm...

Lewis Chamberlain | Wednesday, July 6, 2022

One of an investment advisor's primary roles is helping investors avoid common mistakes that raise costs and undermine results. We often rely upon the field of behavioral finance that tries to identify and explain biases that...

Lewis Chamberlain | Monday, June 20, 2022

In general we categorize investment strategies into one of three categories. Each approach plays a different role within a portfolio. Core Market Strategies provide broad exposure to...

Understanding Your Inflation Experience

Lewis Chamberlain | Tuesday, May 17, 2022

The news is bursting with discussion of inflation. It's a subject we haven't had to discuss in great detail for more than 30 years. If you are young then chances are this is your first experienced with inflation. If you are middle...

Hidden Investment Option in Savings Plus

Lewis Chamberlain | Wednesday, April 14, 2021

Savings Plus promotes three ways for participants to invest, but there is actually a fourth option for those with higher expectations. Savings plus offers Target Date Funds for what it refers to as the 'do it for me' participants....

Lewis Chamberlain | Tuesday, January 12, 2021

When constructing a portfolio we seek to design a solution that will keep you invested through all market cycles, up and down. Portfolios implemented with this method have a larger allocation to the stock market,...

New IRS Contributions Limits Beginning 2020

Saturday, January 25, 2020

New IRS Contribution Limits: Changes for 2020 The IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. This year, you can...

How To Cut Costs and Reduce Investment Performance

Lewis Chamberlain | Thursday, November 28, 2019

Bottom line... You can not become a surgeon by buying a scalpel. You are not a dentist because you own a drill. You are not a plumber because you bought a nice wrench. You are not a portfolio manager because you own index funds.

Should I Use A Traditional Or Roth Retirement Account?

Lewis Chamberlain | Tuesday, November 12, 2019

Should I Use A Traditional or Roth Retirement Account? Employer sponsored retirement plans increasingly offer participants a Roth account option in additional to the traditional tax-deferred option. With traditional tax-deferred...

Lewis Chamberlain | Sunday, August 4, 2019

Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth....