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Investing

Disproving Dave Ramsey

Over the last few weeks, an interesting conversation has spread through the WealthPoint offices. As financial professionals we have a pretty good understanding of the universe of advice and other notable personalities operating in the Personal Finance space. One particular character’s wide audience and unusual tactics piqued our curiosity: Dave Ramsey and his Total Money […]

Fund a Roth IRA For Your Child or Grandchild

Funding a Roth IRA for your child or grandchild Millions of high school and college aged children will have jobs this summer.  This presents an opportunity to establish a retirement account in their name.  It can help instill a lifelong saving habit and you can help them get started with a contribution.  As long as […]

Market Volatility ≠ Your Volatility

I’m writing this article in the middle of May shortly after the S&P 500 fell 70 points or 2.4%.  Did you notice?  Good for you if you didn’t or if you did but didn’t worry.  We are in the midst of a tariff tit for tat that President Trump is waging with China.  It is […]

What A Time To Be An Investor

It can be easy to put off making financial decisions because they are complex and important. It’s also easy to stop short of making a full decision. I know a lot of people who invest because they know it’s the right thing for them to do, but most don’t really know where the money is […]

A Tax-Free Roth Option for High-Earners

It isn’t surprising that the Retirement Savings Flavor-of-the-week is Roth IRAs.  Contributions are made with after-tax dollars with all growth and earnings withdrawn tax-free in retirement. We often preach the value of Tax Diversification at WealthPoint. This is the concept that having multiple savings vehicles (i.e. Tax-deferred 401(k)/IRAs, Roth IRAs, Taxable Brokerages) with different tax […]
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