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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.

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...

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.

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.

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.

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.

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. 

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...

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

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?

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...

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?

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.

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).