by Chase Caudill | Oct 6, 2022 | Blog
There are many ways you can focus on saving for your retirement, but what’s most important is that you have a game plan and that you stick to it. In your retirement saving game plan, you need to look at how much you think you may need in retirement to pay all your...
by Chase Caudill | Apr 1, 2022 | Blog
If you are currently participating in an employer sponsored retirement plan or maybe you’re looking at options for your own self managed accounts like a brokerage account or IRA, you’ve probably seen some options for Target Date Funds or Allocation Funds. A lot of...
by Chase Caudill | Sep 29, 2021 | Blog
How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s...
by Chase Caudill | Jul 23, 2021 | Blog
Cost basis can be a little confusing mainly because the way the tax code looks at it. In general, cost basis is the same thing as saying what you paid for something. If you buy a piece of property, your cost basis is the cost to accumulate that property, which may...
by Chase Caudill | Feb 12, 2021 | Blog
With the recent market mania in certain names, there are more and more people opening accounts to start trading in the markets. It may appear as if there’s a lot of money to be made based on what you could be seeing on the news, but it may not be quite as easy to do...
by Chase Caudill | Oct 27, 2020 | Blog
https://youtu.be/95np7F8AfTg With the current economic environment, many people may find themselves between careers. One question that seems to come up often is, what do I do with my 401K? If you have been contributing to a 401(k) or other type of employer sponsored...
