by Natalie Walker | Feb 23, 2021 | Finances, financial family office, Financial Planning, Retirement, taxes
Roth IRA is a term that I’m sure you have heard before, but may not necessarily understand. So, let’s take a few minutes to talk about them, clarify and excite! A Roth IRA is an individual retirement account. You contribute to a Roth IRA with earned income. What...
by Shari Rash | Apr 16, 2020 | Behavioral Finance, Finances
While playing Monopoly, I saw a great opportunity to further my children’s instruction on money management I didn’t realize playing Monopoly,\ Jr would also be a lesson in Behavioral Finance! In the times of social distancing and quarantine, I, like all of...
by Shari Rash | Apr 16, 2020 | Economy, Finances, Newsletter, Stock Market
Please click the link below to view our April 2020 Newsletter: The Stock Market vs The Economy. April 2020 Newsletter
by Shari Rash | Mar 16, 2020 | Behavioral Finance, Finances, Market Volatility, Newsletter, Stock Market
Please click the link below to view our March 2020 Newsletter: Keeping Calm During Market Volatility. March 2020 Newsletter
by Shari Rash | Feb 28, 2020 | Coronavirus, Economy, Finances, Market Volatility, Stock Market
Please click the link below to view our February 2020 Newsletter: Coronavirus and the Markets. February 2020 Newsletter
by Shari Rash | Jan 7, 2020 | Behavioral Finance, Finances, Financial Planning, Retirement
Winter vacation is over and we are back in the swing of things! This winter break I decided to do something I swore I would never do: drive to Florida. I needed a vacation and some fun in the sun! With the addition of twin babies, flying with four children, a double...
