Investment Management
Stephen Hassell, CFP®
What to Do with Your Investments During an ...

It’s an election year. What does that mean for your investments? Find out what history tells us about market and portfolio performance and what you should do.

What to Do with Your Investments During an Election Year
Retirement Planning
Stephen Hassell, CFP®
Top 3 Personal Finance Challenges Business ...

Running a business can present you with unique challenges. Here are three top personal finance facing business owners when planning their future.

Top 3 Personal Finance Challenges Business Owners Face

Financial Planning

Sequence-of-Returns Risk: Why Retirement Timing Matters

Sequence-of-Returns Risk: Why Retirement Timing Matters

The “when” of market losses can affect your retirement. Learn how sequence-of-returns risk works and how a financial strategy can help mitigate the impact.

The Mega Backdoor Roth: A Powerful Strategy for High Earners

The Mega Backdoor Roth: A Powerful Strategy for High Earners

The mega backdoor Roth lets high earners move thousands of dollars annually into tax-free Roth accounts. Here is how it works, who qualifies, and what it can mean for your retirement.