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All Resources
New RMD Rules From Secure Act 2.0
The SECURE Act created the most significant changes to retirement plans since 2006. This included raising the required minimum distribution age for retirement accounts. How does the SECURE Act affect your retirement income and tax planning? Hi, I'm Kyle Barclay,...
What is Diversification and How Does it Help?
If you are an investor, you have likely heard the term “diversification.” However, have you ever asked yourself, "What actually is diversification?" or "How do I achieve proper diversification?" In this article, we will help you gain an understanding of these...
What is a Stock?
We have all visited the golden arches of McDonald’s at some point in our lives. While waiting for your fries and Coke, have you ever thought, "I wish I owned McDonald's?” The good news is you can own a piece of McDonald’s Corporation since it is a publicly traded...
What is a Bond and How Does It Work
Bonds 101: Principal, Maturity, and Interest You have probably heard of a bond and understand that it is a "safe investment" that should be held in most portfolios. Although people understand this premise, few actually know the mechanics of bonds and how they work....
The Importance of Rebalancing
Each spring as the weather turns nice, flowers bloom and yards begin to turn green. This culmination is wonderful to look at and it is enjoyable admiring the end result. However, like most things in life, behind a fantastic result is a great deal of planning and...
Demystifying Employer Stock Benefits
Do you remember when employees envisioned their dream retirement being funded by their trusty pension plan? Prior to the late 1970s, employer benefits were slim and pension plans predominated the landscape of benefits packages. Since 1978, however, benefits began...
Buckets of Money!
What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk? On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure...
2022 Q1 Market Commentary: Checking the Navigation App on My Smartphone
Navigating the Markets I make the 250-mile drive from my home in Ann Arbor to Cincinnati several times a year to visit family. Although I have no need for maps or directions, I still use the Google Maps, Apple Maps, or the Waze app on my smartphone to inform me of...
Planting the Seeds for Your Retirement: Should you Choose a Traditional or Roth Account?
Spring is here and those of us with a green thumb are deciding what to plant in the garden this year. Planning what you want your garden to look like in the future will determine which seeds you plant in the ground today. Similarly, planning what you want your...
Minimizing Unexpected Taxes
Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...
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