Nathan Edwards, CFA, CFP®
October 16, 2017
The time is here. Open enrollment for Florida’s Prepaid 529 College Savings Plan has begun! When is Open Enrollment for the Florida Prepaid 529 College Savings […]
October 12, 2017
Some confusion remains about the difference between after-tax contributions to a 401k plan and contributions made to a Designated Roth Account within a 401k plan. Our […]
September 27, 2017
The wealth of an individual is often assessed in terms of assets that can be bought, sold, loaned, borrowed, and exchanged. While physical and financial assets […]
September 14, 2017
“Diversification is good.” This is usually the first pearl of wisdom bestowed upon new investors who ask. After all, it has been known for a long […]