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Ian Wymore

The 50-30-20 Budgeting Rule: Is it Right for You?

The 50-30-20 Budgeting Rule: Is it Right for You?

We all know the feeling of our spending getting out of control. We often don’t realize how much we are spending on the “little things” like ride sharing, our daily lunch at the deli around the corner, or all those subscriptions to streaming services we pay...
Weekly Market Digest: Thinking About an Emergency Fund?

Weekly Market Digest: Thinking About an Emergency Fund?

This week saw markets focus in on two important developments that have been a common thread in the second quarter: The US/China trade war and the Federal Reserve’s potential pivot towards accommodative monetary policy. On the trade war front, market...
Roth 401k vs. Roth IRA – How Are They Different?

Roth 401k vs. Roth IRA – How Are They Different?

Roth 401k vs. Roth IRA: How Are These Accounts Different, and Which Option is Better? We consistently hear from clients that saving for retirement tops the list of their most important financial goals. So it’s a big decision, and a highly personal one, to...
Weekly Market Digest: What is the Volcker Rule?

Weekly Market Digest: What is the Volcker Rule?

Data released on Friday showed the US economy growing at a 3.2% rate in the first quarter, exceeding expectations. The exceptional Q1 GDP growth was fueled by higher inventory investment, increased exports, and falling imports amongst other factors. This is...
When is the IRA Contribution Deadline?

When is the IRA Contribution Deadline?

Like many people, you may be working on finalizing your 2018 tax return before the April 15 tax-filing deadline. If so, there might be an opportunity for you to obtain a valuable tax deduction and boost your retirement savings at the same time, so it’s...