Uncategorized

May 4, 2023

by Rob Challenger in Uncategorized

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one […]

April 27, 2023

by Rob Challenger in Retirement, Tax Talk, Uncategorized

Protecting what’s yours (after you pass) Part 1

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many families put off their essential estate planning until push comes to shove? Estate Planning Is an […]

April 20, 2023

by Rob Challenger in Quarterly Client Letters, Uncategorized

Quarterly Client Newsletter, April 2023

The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over, followed by the government’s swift reaction to the same. What should you make of the quarterly news? If you’d missed these events in real […]

April 6, 2023

by Rob Challenger in Uncategorized

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy, sell, and hold them? An Account of Your Accounts First, let’s define a few terms: Investment […]

March 10, 2023

by Rob Challenger in Uncategorized

Fun Fact Friday 03/10/23

MARKET TERMS OF THE WEEK “Going Short” When a trader tries to profit from a stock’s dropping price. “Going Long” When a trader purchases stock shares hoping to profit from an increase in the stock price. #1 Mega Cap Stocks Lead The Way. Of the S&P 500’s 3.4% rally in the first two months of 2023, Technology […]

March 9, 2023

by Rob Challenger in Uncategorized

Three Upside-Down Investment Insights

Often, all you need to be an excellent investor is a healthy dose of common sense: “A penny saved is a penny earned. Buy low, sell high. Don’t put all your eggs in one basket. “ That said, the best way to achieve these simple goals isn’t always as obvious. In fact, many of our […]

March 3, 2023

by Rob Challenger in Uncategorized

Fun Fact Friday 03/03/23

MARKET TERM OF THE WEEK “Stock Liquidity” A stock’s liquidity generally refers to how rapidly shares of a stock can be bought or sold without drastically impacting the stock price. #1 Homebuilders ignore Headlines. As housing-related economic data points have been falling to multi-decade lows, homebuilder stocks have been rallying. As of 2/22/2023, the S&P 500 […]

February 24, 2023

by Rob Challenger in Uncategorized

Fun Fact Friday 02/24/23

MARKET TERM OF THE WEEK “Stock Charts” A visual graph of a stock’s price over time. Traders use stock charts to help them interpret a stock’s price action and pattern. #1 Go Texan Day Fact #1 It all started in 1954 when Archer Romero, a past Rodeo Show President, encouraged everyone in the city to wear […]

February 23, 2023

by Rob Challenger in Uncategorized

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

Ever heard of the 80/20 rule? It suggests: 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can reduce excess […]

February 23, 2023

by Rob Challenger in Uncategorized

Fun Fact Friday 2/17/23

MARKET TERM OF THE WEEK “Price Rally” A price rally is when a stock price rises at a noticeably quicker pace. #1 “What’s in a name?” The Dow Jones industrial average is named after real people. Charles Henry Dow and Edward Jones met while they both worked for newspapers in Providence, R.I. Dow left to […]

Uncategorized

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning

Protecting what’s yours (after you pass) Part 1

Quarterly Client Newsletter, April 2023

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

Fun Fact Friday 03/10/23

Three Upside-Down Investment Insights

Fun Fact Friday 03/03/23

Fun Fact Friday 02/24/23

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

Fun Fact Friday 2/17/23

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