Jul 2, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
How to Build an Emergency Fund (and Why You Need One) by Kristin Wong via TwoCents You’ve probably heard of an emergency fund. It’s a small cushion of savings to help you stay afloat in case of a financial crisis. For some emergencies, it also helps to...
Jun 12, 2015 | Accounting, Investments, News, Savings, Uncategorized, Wealth Management
We’d like to share another municipal bond market update from one of our bond managers, Tom Dalpiaz. Enjoy and, as always, feel free to contact us with any questions! MUNIS GET A BIT MESSY… BUT WILL THIS BE THE BEST ENTRY POINT IN 2015? Tom Dalpiaz, Managing...
May 8, 2015 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
We’d like to share with you a bond market update from one of our bond managers, Tom Dalpiaz, at Granite Springs Asset Management LLC. Please feel free to contact us if you have any questions! April Municipal Bond Review Time to Dip Your Toe in the Ocean...
Apr 23, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
via TwoCents How to Read Your Investment Statements (and Actually Understand Them) You probably have money invested in a 401k or IRA, but maybe you have no idea how to actually read your investment statements. There are a lot of confusing numbers and jargon...
Mar 23, 2015 | Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management
via MSN Money/ Marketwatch An important deadline is fast approaching for people required to tap their retirement savings for the first time. And at least one set of numbers indicates that many investors could miss it. If you turned age 70½ at any point in 2014, you...