Financial Moves After Maxing Out Your 401(k)

Once you’ve maxed out your 401(k) for the year, what comes next? If you’re looking for ways to save outside your retirement plan, most individuals have three options: IRA, Roth IRA, and brokerage account. Individual Retirement Account (IRA)Contributing to an IRA in...

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Are Bear Markets a Buying Opportunity?

Are Bear Markets a Buying Opportunity?

The long-term trend of the stock market is up. Since 1928, the U.S. stock market is up 9.8% per year. There has never been a 20-year period of negative returns in the stock market. But why is this the case? Why do stocks go up over the long-term? The main reason the...

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Client Volatility Letter from Phil G

Hello Everyone, With the recent craziness in the world…I wanted to reach out to hopefully address some of the recent movement in the markets. First, I’d like to remind everyone who may be a bit nervous, that this too shall pass. I recognize the markets are juggling...

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A Closer Look At The Market Correction

A Closer Look At The Market Correction

It has been a turbulent 2022 so far for investors. After only one 5% pullback all of last year, the stock market has reminded us that investing is risky in the short term. The S&P 500 Index is on track for its worst April in 40 years, and the Nasdaq entered a bear...

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The Long Game is Undefeated

The Long Game is Undefeated

The chart below is one of my favorite stats on the stock market: Since 1926, the U.S. stock market has never had negative returns over a 20-year period. In fact, the worst annual returns over 30 years in the history of the U.S. stock market would have produced a total...

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SECURE ACT 2.0: Summary of Key Tax Provisions

The second major piece of retirement legislation passed the House on Tuesday. One of the main goals of the bill is to help more Americans save for retirement at all stages of their careers. This bill still has to go through the Senate so stay tuned. Here are some of...

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Stock Market’s Cost of Admission

Stock Market’s Cost of Admission

Avoiding market volatility may sound good in theory, but volatility is the price of admission for the stock market. I’m sharing the charts below because today is the 13th year anniversary of the GFC lows. Since then, there have been plenty of declines like our current...

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529 Plan: Saving for Education  

The faster you can start planning for the cost of education, the better. Opening a college saving account is a smart way to invest in the education of a family member, friend, or even yourself and it comes with tax benefits. One of the most popular options is a 529...

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Plan to Rise Above®

Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.

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