This article was originally written and published here by John-Mark Young and submitted to Richland Source for publishing. As parents or future parents, a frequent question we encounter is: “What vehicle should I use to save for my child’s education?” Two popular — or often considered — choices are 529 college savings plans and UTMA (Uniform Transfers to […]
Investment
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How much can you safely withdraw in retirement?
This article was originally written and published here by John-Mark Young and submitted to Richland Source for publishing. I have never seen my LinkedIn feed blow up with so much Dave Ramsey content from other financial advisors as I did about one year ago. Keep in mind, Dave Ramsey and most financial advisors do not get along. There […]
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Breaking free from concentrated stock risk: How section 351 ETF conversions empower investors
This article was originally published here and submitted to Richland Source for publishing. This week, my Co-Chief Investment Officer, Summit Puri, Tim Hilterman, CFP®, and I were able to spend about an hour with Meb Faber, who was in town for the Financial Planning Association All-Ohio Symposium, talking markets, US vs. International valuations, the incompetence of CALPERS, […]
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Guide to homeownership: Tips for buying, refinancing and using home equity
Buying a home is a goal for many people and may be one of the most important financial decisions or investments you make in a lifetime. If you’re thinking of buying your first home, or a new home, here are a few tips to consider: Start a conversation with a trusted mortgage lender early. Many […]