The Dangers of Letting Emotion into Your Portfolio

The Dangers of Letting Emotion into Your Portfolio

March 24, 2023 - Involving your emotions in your investment strategy can be very costly, and it can be very beneficial to have an advisor who can help hold you accountable to your long-term strategy.

Read More

The Collapse of Silicon Valley Bank

The Collapse of Silicon Valley Bank

March 15, 2023 - What happened to Silicon Valley Bank, and should I be concerned about my own personal banking situation? In this video, Andy Stolz, CFA shares his thoughts.

Read More

Roth Vs. Traditional - What Should I Use??

Roth Vs. Traditional - What Should I Use??

February 10, 2023 - Well, happy Friday! It's time for another Finance Friday. Today we're going to be talking about the difference between a Roth and a Traditional IRA or 401(k), and which one you might want to be using for retirement savings. So, here we go.   So, to start simply on this question, because there is a lot of subtle nuance to it, I just want to start by saying the main difference is the...

Read More

Tip #1 To Help Ensure You Don't Run Out of Money In Retirement

Tip #1 To Help Ensure You Don't Run Out of Money In Retirement

February 3, 2023 - In This Video, Andy offers his first tip that retirees can use to help ensure they don't run out of money during their retirement.

Read More

Should I Stay Invested if a Recession is Coming?

Should I Stay Invested if a Recession is Coming?

January 27, 2023 - Should I Stay Invested if a Recession is Coming? In this short video, Andy Stolz, CFA discusses thoughts on how investors should think about their portfolios when a potential recession is in the future.

Read More

New 401(k) Maximum Contribution Amounts for 2023!

New 401(k) Maximum Contribution Amounts for 2023!

January 20, 2023 - How Much Can I Contribute to My 401(k) in 2023? Watch this short video by Andy Stolz, CFA for an update on the new maximum contribution amounts.

Read More

Dividing Retirement Accounts in Divorce

Dividing Retirement Accounts in Divorce

September 2, 2022 - A very common asset that gets divided in a divorce are retirement accounts, which can be defined benefit plans, 401(k)'s, 403(b)'s, IRA's, etc. In this Video, Dave Stolz, CPA, CDFA®, outlines some common questions regarding the division of these types of assets during Divorce.

Read More

What to Look For in a Divorce Financial Planner

What to Look For in a Divorce Financial Planner

August 30, 2022 - Going through a divorce can be a difficult time, and it is difficult to know where to look for advice. There are a lot of certifications out there that can make someone seem like an "expert" in a topic that can be obtained over a weekend.  Being an expert isn't about having the correct designation or letters after your name, it's about having experience with people in your situation. 

Read More

What Does "Recession" Mean for Investors? Market Update - Q2 2022

What Does

August 10, 2022 - The start of 2022 has been a tough time for investors.  With an official bear market occuring and two consecutive quarters of GDP contraction (typically referred to as a recession), investors can easily become discouraged.  We believe that there are certainn things investors should be focused on at the moment - Join Andy Stolz, CFA, as he gives some tips for the 2nd half of 2022.     Video Transcript... Well, it's 3:24 AM which...

Read More

Splitting the Assets: Are You Getting Enough?

Splitting the Assets: Are You Getting Enough?

August 8, 2022 - Dave Stolz is interviewed by Billie Tarascio on The Modern Divorce Podcast to talk about splitting the assets in a divorce.

Read More

Market Review Q1 2022

Market Review Q1 2022

May 5, 2022 - The Fed is raising rates, inflation is rising, there is a war in Europe, and stocks are falling.  What should investors be doing during these times of uncertainty?

Read More

Stock Market Update - Tips for Investors in 2022

Stock Market Update - Tips for Investors in 2022

January 28, 2022 - Wondering what has been going on in the markets lately?  Join Andy Stolz on a snowshoe at Suntop Lookout near Mount Rainier to get some tips on how investors should be thinking in 2022.    Video Transcript... Well, it's the end of another quarter and another year. So it's time for our market review. Let's get to it. Well, Happy New Year, 2022 is here. I don't know about you, but I'm ready for...

Read More

Market Review Q2 2021

Market Review Q2 2021

September 3, 2021 - The last 18 months have been a very unique time for the stock market.  Somehow, the markets have fared well in the end, but that brings along some new concerns.  What changes should investors be making?

Read More

Market Update - Q4 2020

Market Update - Q4 2020

February 1, 2021 - In our most recent market review, Andy discusses what we believe is the biggest mistake made by investors in 2020 as well as the effect of the election on the stock market.

Read More

Happy Holidays 2020

Happy Holidays 2020

December 23, 2020 - Happy Holidays from the Stolz & Associates team.  We'd like to thank all of their clients for their support (and share some stories about our Christmas traditions too).

Read More
Displaying 1 to 15 of 28