It's a Most Wonderful Time to Invest by Nate Eads, CFP®
(to the tune of “It’s the Most Wonderful Time of the Year”) It's a most wonderful time to invest, Stock prices have fallen, Should I go all in, or continue to divest?
Tax Loss Harvesting to Save on Current and Future Taxes by Brian Fritzsche, CFP®, CFA, CRPC®
As several areas of the market continue to make all-time highs, there might not be many assets in a portfolio that have lost money since being purchased. However...
What is an RMD and Do I Need One?
As we approach the end of the year, many investors might be needing to take a required minimum distribution (RMD) from a retirement account, either one that they own...
Importance of Keeping Perspective by Jack Moller, CFP®
Before writing this post, I looked up Webster’s online dictionary and, among others, found the above definition for the word “perspective”. And, honestly, as I recently “celebrated”...
Inflation, Recession, War...Oh, My! by Jack Moller, CFP®
“It’s the Economy Stupid!” (credited to Bill Clinton’s campaign manager James Carville in the 1992 presidential race) After several crazy years with the focus on Covid...
Capitalization-Weighted Versus Fundamental Indexing by Brian Fritzsche, CFP®, CFA, CRPC®
A key tenet of Moller Financial Services’ investment philosophy is to utilize index funds to get low-cost exposure to the various asset classes that make up an investment...
