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Rollover your 401k or leave it?
I had never heard of this rule, so this article from the Wall Street Journal about a 401k participant taking a withdrawal taught me...
Wayne Jordan
4 days ago
Indexing is great, but not perfect
I'm a huge fan of index funds. I think they should be the backbone of all investors' portfolios. Choosing index funds vs actively managed...
Wayne Jordan
Jun 2
Inherited Annuity? Know your Options and the Tax Implications
So, you inherited an annuity. Now what? Let’s walk through what that actually means—and what you can do with it. When most people think...
Molly Jordan
May 21
Why a Financial Advisor Makes the Best Copilot
Explore how market volatility in 2025 highlights the importance of having a solid financial plan. Real-life client stories showcase how a financial advisor can help you navigate uncertainty with confidence.
Wayne Jordan
May 15
Why Holding Too Much Cash Might Be Costing You
Wondering if you're holding too much cash? While it feels safe, too much cash could be quietly costing you in the long run. Find out how to strike the right balance and make your money work harder for you.
Molly Jordan
Apr 30
Diversification Works
If you’ve read any financial headlines lately, you’d think the market is falling apart. Between talk of recessions, trade wars, and...
Molly Jordan
Apr 23
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