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Investor Library Market Commentary

Q2 2023 MARKET COMMENTARY

Q2 2023 Market Commentary

It’s hard to believe we have hit “Half Time” in 2023. If you had asked me on January 1st of this year that we’d have No Major Credit Market Disruptions, Residential Real Estate prices would be buoyant and the 7 largest Tech Stocks in the Market would have accounted for the majority of positive US Equity Market Returns this year – I would Read More...

by Admin Koa
March 18, 2024
Financial Planning

Financial Planning – MISTAKES THAT CAN REDUCE YOUR FINANCIAL AID AWARD

Financial Planning - MISTAKES THAT CAN REDUCE YOUR FINANCIAL AID AWARD

Now when I say on-time, I mean early, and when I say early, I mean as soon as possible! The FAFSA becomes available for the Fall 2022 school year October 1st, 2021. Many schools and states award financial aid on a first-come, first-served basis and for those who put off completing the Read More...

by Admin Koa
October 11, 2021
Financial Planning

Financial Planning – Loan Tips For Incoming College Students

Financial Planning - Loan Tips For Incoming College Students

College decision day is here! Over the last week graduating seniors had to weigh in on their decisions to which college they would be attending in the fall and provide that school with their intent to enroll (on May 1st). What an exciting moment for students, especially with the roller coaster of learning/social challenges most have faced over their senior year, due to the pandemic. Read More...

by Chad Williamson®
May 25, 2021
Financial Planning

Financial Planning – How to create a baseline budget for your child’s 4-year college degree

4-year college degree

Picking a college to educate your child is a lot like buying a home. You spend time researching different schools, programs within those schools, costs to attend, and so on. The biggest difference between the two however, are the steps most parents skip when determining what school they can actually afford. When you’re shopping for a home, the process forces you to think about your personal finances in-depth. Read More...

by Chad Williamson®
March 4, 2021
Financial Planning

Financial Planning – What to Consider if Your IRA Portfolio Takes a Nosedive

“What to Consider if Your IRA Portfolio Takes a Nosedive”

The first half of 2020 has been marked by historical levels of volatility on the way down… and up.  During the steep drawdown in March our financial advisors were focused on trying to find productive ways to help our clients.  One of the key discussions in March, revolved around taking advantage of the draw down in asset values to perform a “Roth Conversion” – a strategy we would like to dive into Read More...

by Chad Williamson®
June 11, 2020