by Elizabeth Dupree | Jan 25, 2023 | Blog
Congratulations, you have built up some substantial assets in your 401(k) plan with your employer, and now that you are contemplating retirement you have several choices… First, you could just liquidate it completely and take it all in the form of cash. Let’s just...
by Elizabeth Dupree | Jan 25, 2023 | Podcasts
You need to have a relationship with a fee-only financial advisor… Have you ever gotten a phone call from a pitchy salesperson from a busy call center that went something like this: “Mrs. Smith, your name came across my desk this morning, and I want to let you...
by Elizabeth Dupree | Jan 17, 2023 | Blog, Podcasts
Tom comments on an article written by Jamie Dimon of JPMorgan Chase that appeared in the Wall Street...
by Elizabeth Dupree | Jan 17, 2023 | Blog, Podcasts
Remember the lesson from the Dot.com bubble? Stocks that peaked in 2000 took 14 years to return to their highs. Every security has its own trading dynamic. It is important to position yourself in a security at a good price. Buy the dip when it drops. There is a big...
by Elizabeth Dupree | Jan 17, 2023 | Blog, Podcasts
The Supreme Court denies the Brunson Case petition. The Supreme Court is ruling o things not because of law but because of the upheaval that it would cause. With 84% negative growth and chronic absentee data in schools in Kentucky, why are we getting another property...
