Posts by Cory Briggs, Sr. Wealth Advisor
How to Start Investing in 2024: A Beginner’s Guide
Watching the news in 2024 can seem like a wild ride on one of those sketchy roller coasters at the county fair. The economy? Uncertain. The housing market? Anything but normal. The stock market? Who knows… You might feel like it’s a crazy time to start investing, but hear us out: The best time to…
Read MoreWhat is a Pension? Everything You Need to Know
Do you know what pensions and movie rental stores have in common? They’ve both been replaced by the “new way” of doing things. Netflix took down Blockbuster, and the 401(k) put pension plans on the endangered species list. Today, only 15% of workers in the private sector (not the government) who have access to an…
Read MoreSmartVestor: How to Choose Your 401(k) Selections Like a Pro
If you’ve been looking forward to investing for retirement through your company’s 401(k) benefit, the day you receive your enrollment package is an exciting one. Soon you’ll be building your retirement nest egg with the help of your employer’s 401(k) match and the right investment selections—you can’t wait to get started! So you rip open your envelope and…
Read MoreSmartVestor: Investment Options for High-Income Earners
When it comes to saving for retirement, you’re the CEO of You, Incorporated – it’s up to you to take charge! And if you practice what we preach, taking charge means you’re investing 15% of your income in tax-favored retirement accounts – like 401(k)s and IRAs. But if you’re an actual CEO – or someone else who…
Read MoreSmartVestor: What is Environmental, Social and Governance (ESG) Investing?
Over the past few years, more and more investors have shown interest in putting their money where their values are. According to a Harvard study, more than a quarter of global investors say ESG is now a key part of their investment approach (26%). But is environmental, social and governance (ESG) investing – sometimes known…
Read MoreSmartVestor: 5 Tax Myths You Need to Stop Believing
Raise your hand if you love doing your taxes! Anyone? Anyone at all? We get it, filing taxes is nobody’s idea of a good time. Tax season is here whether we like it or not. And putting our heads in the sand and pretending tax season doesn’t exist could cost us. Too many people fall for…
Read MoreSmartVestor: How to Choose a Financial Advisor
If you’ve heard it once, you’ve heard it a thousand times: You need to invest for retirement, especially if you want to build wealth and retire with a nice nest egg. That means you’re going to need a financial advisor at some point – someone who can explain complex investments in ways you can understand.…
Read MoreSmartVestor: How to Retire Early
Can I retire early? A lot of people have asked this question (and if you’re reading this article, our guess is you’re one of them), but is retiring early a pipe dream in this crazy economy? The answer is no! Not at all—it’s 100% possible. That’s the good news! The not-quite-so-good news is that for…
Read More
