The Investment Song (to the tune of Chestnuts Roasting on an Open Fire)
Chestnuts roasting on an open fire, 2024 coming to a close, Stock prices continue to go higher But for how long no one knows; Inflation looks to be back under control Price increases slowing on what we buy The economy has continued to roll Another year just passed us by
Options for Short-Term Cash Holdings
Since the Federal Reserve cut the short-term interest rate target to near zero in the wake of the Great Financial Crisis, the interest rates banks pay on customer deposits has stayed very low...
Balancing Saving for Retirement Versus Enjoying Today
Most people assume that financial planners are mostly focused on helping their clients save for the future and, thus, stress the importance of delaying immediate gratification for a secure tomorrow...
Announcing My Retirement
After careful consideration and with mixed emotions, I have decided to retire from Moller Wealth Partners, effective July 31, 2024. Starting this business with my father ...
How Stock-Based Compensation Fits into a Financial Plan
There are many ways a company can compensate its employees for the work they put forward in advancing the company’s goals. While the most common is cash payments...
Options for Unspent 529 Plan Funds
As spring graduation dates rapidly approach and graduates head off to college in the coming months, it is an opportune time to review the 529 college savings plan .....
