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Marshall Rathmell | Jun 27, 2022

Finding Your Reason For Being

Author - Sandra Cleveland

The concept of searching for the sweet spot of what you’re good at, what you enjoy, what the world needs and what you can get paid for is a concept often used

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Marshall Rathmell | Jun 13, 2022

Becoming Your Parents

Author - Tim Jones

At some point in life the roles of children and parents’ swap. I’m not saying you should become your parents and start giving out turn by turn directions on how

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Marshall Rathmell | May 31, 2022

Tax Smart Investing Blog Pt2

Author - Marshall Rathmell

Investors across the globe put their money into the markets wanting a positive experience.  The decisions they make impact whether they have a positive

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Marshall Rathmell | May 16, 2022

Market Dips

Author - Harold Sasnowitz

 

A recent Avantis Field Guide article focused on market dips.  It got me thinking about how these occurrences often cause us angst.  And our angst can

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Marshall Rathmell | May 2, 2022

Tax Smart Investing Blog Pt1

Author - Marshall Rathmell

 

Tax Smart Investing Part 1

Investors across the globe put their money into the markets wanting a positive experience.  The decisions they make impact

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Marshall Rathmell | Apr 18, 2022

The Game of Homes: To Buy or To Rent?

Author - Jadie Burney

 

Moving into a new home can be a big leap in many people’s lives, but even more so for young adults. Whether it be graduating college, getting married

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Marshall Rathmell | Apr 4, 2022

The Importance of Keeping an Eye on your Net Worth

Author - Sandra Cleveland

The Importance of Keeping an Eye on your Net Worth

There are so many financial metrics people use to measure their financial progress.  One metric that is

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Marshall Rathmell | Mar 21, 2022

Knowing how your portfolio fits into your plan

Author - Lindsay Birchfield

 

Just like you know what kind of car you own and what fits in it (most of the time), you want to know what securities you have invested your money in.

As

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Marshall Rathmell | Mar 14, 2022

Reacting to market

Author - Marshall Rathmell

Let’s imagine for a moment that on your daily walk to work, your normal route takes you past a pawn shop that is known to display expensive jewelry.  Over the

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Marshall Rathmell | Mar 7, 2022

Using Debt to Find A Pot of Gold!

Author - Tim Jones

 

It shouldn’t be a surprise to anyone that interest rates are at historical lows. So, paying off certain types of low interest debt, is like throwing away

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Marshall Rathmell | Feb 22, 2022

New Year, New Limits

Author - Michele Fasanello

 

Are you someone who sits down at the beginning of the year and plans out how much you will be investing into your retirement? If you are, now is a good

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Marshall Rathmell | Feb 7, 2022

How to prevent yourself from being a part of the horror stories that advisors tell each other

Author - Marshall Rathmell

When financial advisors get together at conference and study groups many of the client stories are similar. They go something like this: the market shows

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