Blog

  • What is a 401(k) and how does it work?

    Covering the basics of 401(k) plans in the first episode of 401(k) Coffee Break
  • Tim & Bettie - Part 1

    A high-performance athlete on discipline, execution, and how they relate to money.
  • Tim & Bettie - Part 2

    A high-performance athlete on discipline, execution, and how they relate to money.
  • Government Shutdown & Debt Ceiling

    We can’t guarantee anything in the market. But in the words of Morgan Housel, the purpose of a good margin of safety is “to render all forecasts irrelevant.” We like to create plans with built-in margins of safety, so that you don’t have to worry about inept governments or any other potential obstacle to your success.

  • Tax changes (maybe) coming your way

    Hey folks, this is going to be a concise, to the point post. Not all of it applies to everyone, and you
    definitely need to discuss these further with us and with your tax- and legal professionals. You should
    also bear in mind that at the time of this writing, none of this is guaranteed, and none of it is approved
    in congress yet. These are our quick hits on what we think you might be able to expect coming out of
    D.C. with respect to tax law changes. With that said, let’s get to work