by grantnieddu | Sep 18, 2025 | Blog, Investing, Taxes
The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and make sure you’re closing out the year...
by grantnieddu | Aug 13, 2025 | Blog, Inheritance, Investing, Taxes
The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement accounts to heirs.1 How the SECURE...
by grantnieddu | Jul 22, 2025 | Blog, Investing, Salary
Compensation is more than just a number on a paycheck. Whether you’re exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total compensation—what you’re earning today...
by grantnieddu | Jul 9, 2025 | Blog, Investing, Stocks
While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they’re important? We pulled together some information and interesting facts about some of the major indexes that can...
by grantnieddu | Jun 25, 2025 | Blog, Inheritance, Investing
You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel overwhelming. It’s a major life...
by grantnieddu | Jun 11, 2025 | Blog, Investing, Stocks, Taxes
Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: “The four most dangerous words in investing are: ‘This time it’s...
