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”.
PACK YOUR LUNCH NOW, AND YOU CAN PACK YOUR BAGS LATER.
Posted by Matthew S. Ellis, CFP®, CIMA®, AIF® on Wed, 07/05/2017 - 09:05
Pack your lunch now, and you can pack your bags later.
Don’t worry, this isn’t for you
Posted by By Matthew S. Ellis CFP®, CIMA®, AIF® on Fri, 05/26/2017 - 14:46
What is something nobody wants to buy, I hope you never use, but everybody needs? That’s right, life insurance. Just hearing it can give some people chills. Contemplating our own mortality is difficult and it’s often easier to ignore it.
IRA? I don’t know anyone named IRA
Posted by Matthew S. Ellis, CFP®, CIMA®, AIF® on Mon, 04/24/2017 - 15:22
This is my first blog post…ever. I really have no idea where to start. Ironically I work with investors everyday who have no idea where to start.
One of the best places for any investor to start is with an Individual Retirement Account (IRA). They are available to almost everyone and the benefits are great. Under current IRS guidelines, any individual with earned income may contribute 100% of their income or up to $5,500 per year, whichever is less. If you are over the age of 50 the contribution limit increases to $6,500 per year.