Protect Your Heirs by Naming a Trust as IRA Beneficiary

By Mark Fissel
Posted on June 20th, 2018

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part […]

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Going Public: An IPO’s Market Debut May Not Live Up to the Hype

By Mark Fissel
Posted on June 20th, 2018

An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling […]

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Quiz: Financial Facts That Might Surprise You

By Mark Fissel
Posted on June 20th, 2018

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to […]

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Darkness in the Valley of Value

By Clint Edgington
Posted on June 4th, 2018

Recently, I had the pleasure of hearing Kenneth French discuss creating the framework for evaluating factors.  A factor is simply a characteristic that explains some […]

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What is gross domestic product, and why is it important to investors?

By Mark Fissel
Posted on May 24th, 2018

GDP, or gross domestic product, measures the value of goods and services produced by a nation’s economy less the value of goods and services used […]

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Investing to Save Time Boosts Happiness Returns

By Mark Fissel
Posted on May 24th, 2018

The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University […]

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Marriage and Money: Taking a Team Approach to Retirement

By Mark Fissel
Posted on May 24th, 2018

Now that it’s fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In […]

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A Parent-Child Conversation About College Costs

By Mark Fissel
Posted on May 24th, 2018

If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about […]

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Managing Money When You Marry: Financial Tips for Newlyweds

By Mark Fissel
Posted on May 24th, 2018

Getting married is an exciting time for a couple. However, along with this excitement come many challenges. One such challenge is how to manage your […]

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Pick Your Plastic: Debit or Credit?

By Mark Fissel
Posted on May 24th, 2018

According to a Federal Reserve study, Americans use debit cards more often than credit cards, but the total value and the average value of credit […]

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