Blog
Navigating Market Volatility in 2025
In this conversation, Justin Nichols and Max Mann discuss the growth of the SAM team, market performance, economic outlook, the impact of AI, government spending, and long-term investment strategies. They emphasize the importance of...
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Investment Strategies: Making Informed Decisions
Allocating your 401(k) investments properly is crucial to building a portfolio that aligns with your financial goals and risk tolerance. A well-balanced allocation can help you maximize growth opportunities while managing risk,...
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Dollar Cost Averaging
Investing can be challenging, and many decisions need to be made correctly for an investor to receive acceptable returns. One of the most important aspects of successful investing is choosing the appropriate time to deploy capital and...
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Follow the Money
I always have this debate with my oldest son Beau, he’s young and from time to time he gets a little bit emotional especially on the political side. But I tell him when you’re trying to figure something out follow the money! Recently,...
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Buckets of Money - Asset Allocation
Seven Buckets of Money Asset allocation is the cornerstone for helping guide clients to an enjoyable and prosperous retirement. With so many investment options and an increasingly volatile equity and bond market, it can be difficult to...
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The Last 12 Months Have Proven Just How Difficult Market Timing Can Be
The Last 12 Months Have Proven Just How Difficult Market Timing Can Be Who saw it coming? The S&P 500 is up 32.77% over the last 12 months at the time of this writing. If you saw it coming, you’re one of the fortunate ones. This time...
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Roth Contribution and Voluntary After-Tax Contribution inside of a 401K
Roth IRA contributions and voluntary after-tax contributions make a lot of sense for those who can afford them. The government's record deficits will force its hand and make it look for as many additional revenue streams as it can find...
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Direct Indexing
If 2022 taught us anything, all asset classes can and will go down from time to time. That's no news flash! What is relatively new is that, through improvements in technology, assets can now more easily be managed in a tax-efficient...
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When Your Trusted Partner is Not so Trusted
DeglobalizationWhen your trusted partner is not so trusted!If the Covid pandemic has taught us anything, our world trading partners are not our partners at all. Peace, prosperity, and a drive for cheap goods gave us an illusion of who...
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Tax Loss Harvesting is No Fun but Necessary
If 2020 and 2021 were the years of gains in your portfolio, 2022 has been a different story. Fixed income has taken a beating with the anticipation of the Federal Reserve hiking rates, and rates are already on the move this year.The...
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Consolidation
This is what consolidation looks like, and do not kid yourself, it is a good thing!The S&P is down 4.62% and the NASDAQ -7.37% for September. The pace of the drawdown is a little swift, but like everything else these days, things move...
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Protecting your Casa!
When it comes to investing, protecting your house is all that matters.I always declared that the # 1 person you have to be honest with is yourself. How you define your risk and how you react to it will have more of a direct effect on...
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