Is now still a good time for a Roth IRA?
Posted by Matthew S. Ellis CFP®, CIMA®, AIF® on Fri, 06/29/2018 - 16:26
This question was posed to me by a friend the other week on the golf course. My immediate response was, it’s always a good time for a Roth.
How To Budget $150,000
Posted by Matthew S. Ellis CFP®, CIMA®, AIF® on Fri, 06/15/2018 - 16:09
Everyone has a different salary, lives in a different part of the country and in short, is different. Building a budget is a unique process for everyone. This doesn’t mean you can’t follow some basic rules, rules that can be applied to any income level.
Posted by Matthew S. Ellis CFP®, CIMA®, AIF® on Fri, 04/13/2018 - 16:48
It’s that time of year again. Clean out the gardens and think, what do I want to pick from the garden in August?
Your Portfolio's MVP
Posted by By Matthew S Ellis CFP®, CIMA®, CFP® on Tue, 03/06/2018 - 13:04
This year the Philadelphia Eagles won the Super Bowl. As a lifelong fan, it has made the years of frustration worth it.
I Know What To Do, I Just Need To Do it
Posted by Matthew S. Ellis CFP®, CIMA®, AIF® on Fri, 01/26/2018 - 16:00
I know what to do, I just need to do it. We hear this all the time. Read on to find out about strategies you can use in order to meet your savings goals.
18 Things to do in 2018
Posted by Matthew S Ellis CFP®, CIMA®, AIF® on Wed, 01/17/2018 - 08:50
Stop what you're doing and get started on this list of 18 Things to do in 2018.
Be Thankful For Your Harvest
Posted by Matthew S. Ellis, CFP®, CIMA®, AIF® on Mon, 11/20/2017 - 17:04
Investing is easy, all you have to do is buy low and sell high right? Right, except that is not what the average investor does.
Do the Monster Mash
Posted by Matthew S. Ellis, CFP®, CIMA®, AIF® on Thu, 10/19/2017 - 09:39
Having different accounts at different institutions does not mean you are diversified though and you may still be exposed to significant risk.
Up in Smoke
Posted by Matthew S Ellis CFP®, CIMA®, AIF® on Thu, 10/05/2017 - 08:16
With the legalization of Marijuana knocking on our door, we are getting a lot of inquiries on how to invest in this so called blue ocean, or in this case, green field.
Who are the Joneses anyway?
Posted by By Matthew S. Ellis CFP®, CIMA®, AIF® on Thu, 08/31/2017 - 14:24
Who are the Joneses anyway? I don’t know, but for some reason, I’m trying to keep up with them. We hear the phrase “keeping up with the Jones” all the time, and most of us are guilty of this kind of spending at some time or another. It rears its ugly head in many ways. Everyone likes to hear themselves say “why yes this purse is new and yes it is real” or “a car like this really knows how to handle the road, performance doesn’t come cheap”.