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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
32 minutes ago
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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
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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
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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
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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
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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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Experts Say the Odds of Recession Are... 45%?
Economists are predicting a 45% chance of recession—but what does that really mean? We explore why expert forecasts often miss the mark and why a healthy dose of skepticism goes a long way.

Wayne Jordan
Apr 17
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Binge Watch Netflix, Not Your Investments
Learn why short-term market movements shouldn’t derail your long term investment strategy.

Wayne Jordan
Apr 9
0 comments


Baby Steps to Wealth - Financial Tips for New Parents
Becoming a parent is a life-changing experience, and with it comes new financial responsibilities. Since Tom was born, we've learned that...

Molly Jordan
Apr 2
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Maximize Your 2024 Tax Savings Before It’s Too Late
Before filing your 2024 taxes, take advantage of last-minute moves like IRA, HSA, and 529 contributions to lower your tax bill. Don’t miss t

Molly Jordan
Mar 25
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Don't Let Dips Derail Your Gains
Market dips are never fun, and right now we're in one. The S&P 500 is down roughly 5-7% so far in 2025, which can feel unsettling. But...

Wayne Jordan
Mar 11
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Tax-Smart Giving and Planned Giving Seminar
Seminar conducted by Michael Dayoub, CFP® and estate attorney Gennie Long, J.D. for Asbury Memorial Church. Tax-smart giving topics:...
Michael Dayoub
Mar 3
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New 401k Catch Up Rules Increase Tax Savings Opportunities for 60-63 Year Olds
Retirement planning just got a boost for those aged 60 to 63. A new rule, starting in 2025, allows you to save more during these crucial...

Molly Jordan
Feb 24
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How Have Past Tariffs Affected the Stock Market?
Tariffs have long been a tool used by governments to protect domestic industries, reduce trade deficits, or exert geopolitical pressure....

Molly Jordan
Feb 4
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Is it time to rebalance your portfolio?
Learn what rebalancing is and if it may be the right thing for your portfolio

Wayne Jordan
Dec 18, 2024
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Website privacy policy
This policy applies to any visitors to our website, alpha-sav.com What type information do you collect? This website automatically...
Michael Dayoub
Dec 10, 2024
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Buffer ETFs? What are they and what do we think about them?
What are Buffer ETFs and should you add them to your portfolio?

Wayne Jordan
Nov 21, 2024
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Investing Reality Check around the Election
The stock market doesn't care who is in office.

Wayne Jordan
Nov 5, 2024
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High Income? Which Savings Accounts Should You Fund First?
For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.

Wayne Jordan
Oct 31, 2024
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Labor Strikes
As you know, the International Longshoremen Association is on strike right now. This has caused many investors to wonder what the impact...

Wayne Jordan
Oct 3, 2024
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