Alpha Insights
2025 Market Commentary – Control What You Can Control
Written by: Aaron Simpson | February 1st, 2025 Happy February everyone! Where does the time go? As we’ve turned the page from 2024 and are “frigidly” underway in 2025, I’m…
Read MoreDifferent Types of Taxation in Retirement
Written by: Wendy Lange | September 1, 2023 Unlike your working years while receiving a single paycheck, in retirement you are responsible for ensuring taxes are paid on your income…
Read MoreEndowment Effect – The Tendency to Prefer What We Already Own
Written by: Aaron Simpson | April 29, 2022 Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are…
Read MoreIs there value in a 0% return?
Written by: Aaron Simpson | March 8, 2022 As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who…
Read MoreBeneficiaries – Per Stirpes or Per Capita?
Written by: Wendy Lange | February 28, 2022 Did you know the paperwork you complete to name beneficiaries on IRA’s, brokerage accounts, annuities, and life insurance will trump your will…
Read MoreUnderstanding a Fixed Index Annuity
Written by: Wendy Lange | January 18, 2022 A Fixed Index Annuity (FIA) is an insurance contract that has tax-deferred, long-term savings protecting your principal in a down market while…
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