Blog Archive

January

• Girard Investment Currents Live - January 2022
• Employee Incentive in a Tight Labor Market: Offering a 401(k) Plan
• Mistakes to Avoid During 401(k) and IRA Rollovers

December

• IRS Announces Key Inflation Adjustments for 2022
  

November

• Planning for Charitable Giving
• Retirement Plan Contribution Limits Are Movin' On Up
  
• It's Harvest Season - For Your Taxes

October

 September

• Considering Real Estate as Part of Your Estate Plan
• Fixed Income's Place in a Portfolio
• Do You Need a Wealth Advisor?
• Business Owners: Do You Know You're a Fiduciary?

August

• Demystifying Life Insurance

July

• Do You Know Where All Your Money Is?
• Investment Currents: Is Inflation Here to Stay?
• Investment Currents: Federal Reserve's Monetary Policy Stance
• Investment Currents: U.S. Consumer Confidence
• Girard Investment Currents LIVE - July 2021

June

• How Risk Tolerance Influences Your Financial Plan

May

• Five Common Money Mistakes
• Should You Get Out of Debt Before Entering Retirement?

April

• Parallels Between Golf and Investing
• Girard Investment Currents LIVE - April 2021
• Don't Try to Time the Market - Focus on Time in the Market

March

• Should You Consider the Backdoor Roth IRA Strategy?
• VIDEO: Girard Investment Currents - March 2021

February

• The Benefits of a Revocable Living Trust
• VIDEO: Navigating Love and Money
• Adapting Your Financial Plan Ahead of Changing Policy

January

• VIDEO: Estate Planning Considerations
• Girard Investment Currents LIVE - January 2021
• Six Financial Blind Spots to Avoid in 2021
• Three Questions Financial Advisors Hear the Most
• Ensure Your Beneficiary Designations are Integrated with Your Estate Plan
• Estate Plan Review Checklist

 

2020

December

• VIDEO: Girard Investment Currents - December 2020

November

• Donor Advised Funds: Charitable Tax Benefit Today & Legacy For Years To Come
• Estate Planning for Singles
• End of Year Financial Tips - Pandemic Style

October

• Election Impact on the Economy...It's Debatable
• Why Politics Should NOT Impact Your Investment Strategy
• Girard Investment Currents Live - October 2020

September

• Protecting Your Most Valuable Asset
• VIDEO: Girard Investment Currents - September 2020
• Don't Forget About the SECURE Act

August

• Saving for College in a Post-Pandemic World 
• VIDEO: Girard Investment Currents - August 2020
• Investment Currents: COVID's Impact on the Cybersecurity Industry

July

• Investment Currents: How COVID is Impacting Enterprise Technology
• Should the Upcoming Election Impact Your Investment Strategy?
• Girard Investment Currents Live - July 2020
• VIDEO: Girard Investment Currents - July 2020
  

June

• Investment Currents: Rebuilding U.S. Infrastructure
• Investment Currents: COVID’s Impact on Real Estate
• VIDEO: Girard Investment Currents - June 2020
• To Roth or Not to Roth - That is the Question
• Alternative Solutions to Help You Plan for the Unexpected

May

• Five Reasons Why a Financial Plan is Important During a Crisis
• Have You Considered Long-Term Care Insurance?
• Stuck at Home Estate Planning

April

• A Time for Philanthropy
• Five Ways to Use Your Stimulus Check

• What’s New Is Old and What’s Old Is New

• What Does the CARES Act Mean for Retirement Accounts

March

• VIDEO: March Market Update from Tim and Jim

February

• VIDEO: February Market Update from Tim and Jim
• Implications of the Coronavirus on Investors
• VIDEO: Market Update from Tim and Jim

January

• New Year...New IRA Rules
• Hold a Financial "State of the Union" with your Partner
  

 

2019

December

• Learn from the Ghosts of your Financial Past, Present and Future

November

• Why Consider a Career in Financial Planning?

October

• Retire Early? What You Need to Do Today

September

• Why Investors Shouldn't Just Rely on the Dow

August

• VIDEO: August Market Update from Tim and Jim
• Why Millennials Shouldn't Worry About a Possible Recession
  

July

• Investment Currents: Outlook for Second-Half of 2019
• Building a Financial Plan for a Child with Special Needs
• VIDEO: July Market Update from Tim and Jim
• How Does Social Security Fit Into Your Financial Plan?

June

• VIDEO: June Market Update from Tim and Jim
• Three Things to Consider Before Selling a Stock

May

• VIDEO: May Market Update from Tim and Jim
• Financial Planning for New Parents

April

• Investment Currents: Updated Outlook for Q2 2019
• Beyond a Budget - Tips for Financial Planning

March

• VIDEO: Monthly Market  Update from Tim and Jim
• Stressing About Retirement? Tips to Help

February

• Three Questions to Ask Your Advisor During Market Volatility

January

• Get in Financial Shape in 2019
• Investment Currents: Our Outlook For 2019
• Has Gen X Been Abandoned – Getting This Generation on Financial Track
• How to Ride the Market Volatility Wave

 

2018

November

• Financial Advisors Get Asked These Three Questions the Most

October

• Is a Mid-Life Career Change a Retirement Killer?

September

• Don’t Fall for These 401(k) Myths