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Wealth Management

Man holding phone with stock market data on it in front of palm tree.

Thinking about retirement? Experts weigh in on planning tips

February 14, 2024
Sara Schilling

Retirement planning can be an overwhelming prospect, but it’s important – and with it comes a more secure future and peace of mind. Area financial experts have some suggestions to help you get started.


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Nicholas Mercer Dec 2023.jpeg

Opening Roth IRAs for kids can reap rewards down the road

December 14, 2023
Guest Contributor

Saving up money for specific goals has been, for good reason and with good results, a healthy and beneficial habit to develop from childhood, from traditional piggy banks to allowances, from saving accounts to educational funds.
Another valuable and rewarding tool might not spring to mind, but it pays rich rewards: a retirement fund, specifically a Roth IRA.   


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Nicholashaberling

Take advantage of Roth conversions in down markets

October 11, 2023
Guest Contributor

The year 2022 was challenging with the U.S. stock market posting a -19% return and the U.S. bond market not far behind at -13%. However, enough time has passed to where it is beneficial to conduct an after-action review. This isn’t an examination of what the ideal investment...

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Ashwin joshi financial kid

Southridge senior kick-starts nonprofit to promote teen financial literacy

August 14, 2023
Robin Wojtanik

 

While some teens used the pandemic shutdown to play Minecraft or learn TikTok dances, Ashwin Joshi was reading “Rich Dad, Poor Dad,” a book published decades ago about increasing your financial IQ.

It was the start of the 17-year-old’s mission to empower youth and educate them about financial literacy...

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Qa

Q&A with Carla Cicero

August 14, 2023
TCAJOB Staff

Q&A with Carla Cicero, president & CEO of Numerica Credit Union.


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Nicholashaberling

It pays to revisit investing basics in uncertain market

August 12, 2022
Guest Contributor
It has been a tough year for the market, battling the headwinds of record inflation, rising interest rates and Russia’s war in Ukraine. However, some portfolios may be more battered and bruised than others, depending on their investment selection. In times like these it pays to revisit the fundamentals and...
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Angiefurubotten

Money-wise advice for newlyweds tying the knot

August 12, 2022
Guest Contributor
The Tri-Cities’ beloved retired four-star general, Jim Mattis, has married for the first time. Huzzah!His wife, Christina Lomasney, is an entrepreneur-executive at Pacific Northwest National Laboratory.These newlyweds, whom I do not know personally, arguably have complex personal and financial lives and likely will have many financial matters yet to sort...
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Beauruffnew

Buying stocks or bonds to earn income? Here’s how that works

July 15, 2021
Guest Contributor
One common concern for investors is seeking a reliable source of passive income.Sometimes it is not immediately evident to those investors that an investment account can easily produce passive income.Many investors who are new to investing in the broader stock market like to evaluate the investment alongside other investments for...
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Angiefurbotten

The No. 1 threat to your investment success

July 15, 2020
Guest Contributor
There is the obvious investment advice that certainly you’ve heard again and again:Set clear and realistic long-term goals.Keep investing regardless of market fluctuations.Diversify, don’t put all your eggs in one basket.Select quality low-cost globally diversified investments.Seek out a fiduciary professional to support the financial side of your life.All great advice,...
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Anthonysmith

Where’s the inflation and what should investors do about it?

July 15, 2020
Guest Contributor
Will the massive fiscal and monetary stimulus packages designed to save the economy actually lead to high inflation?This is becoming a hotly debated topic. In this column, we’ll explore inflation, future expectations and how to protect your nest egg.  Inflation can be broadly defined as the increase in prices of goods...
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