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Blog

Automated Finances - Saving
21 Nov
Financial Planning, Savings

Automating Your Finances & What Does It Mean

  • January 26, 2023
  • By author-avatar Zack Armstrong
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Rarely heard: I’m saving too much. On the contrary, according to a survey by Bankrate, more than half of Americans couldn’t cover th...

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Aged man and women talking about retirement plans
14 Nov
Investment Ideas, Retirement Planning

Retirement Planning Facts & Trends

  • January 23, 2023
  • By author-avatar Zack Armstrong
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Planning for retirement is more difficult now.  A combination of the COVID-19 pandemic, high inflation, and a plunging stock and bond m...

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Man and woman discussing financial advisor fee and signing papers
27 Oct
Financial Planning

How to Choose Financial Advisor & Questions to Ask

  • August 11, 2023
  • By author-avatar Zack Armstrong
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You wouldn’t take your car in for an oil change without knowing how much it was going to cost.  Yet, investors are woefully ignorant of...

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Quarterly Market Review: Q3 2022
11 Oct
Market Review

Quarterly Market Review: Q3 2022

  • July 14, 2024
  • By author-avatar Zack Armstrong
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evidence-based investing, evidence based investors, financial planning, investments
06 Oct
Evidence Based Investing, Financial Planning, Investment Ideas, Investment Philosophy

Why Does Evidence Based Investing Matter?

  • January 26, 2023
  • By author-avatar Zack Armstrong
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As the name would suggest, evidence-based investing uses evidence to fashion an investment strategy.  The evidence shows that no-load, ...

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tax planning
06 Oct
Tax Accounting, Tax Management, Tax Planning

Secure Your Future With Tax Planning

  • January 26, 2023
  • By author-avatar Zack Armstrong
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Arthur Godfrey once said, “I’m proud to pay taxes in the United States, but I’d be just as proud for half the money.” Early in our c...

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Financial Advisor vs. Accountant: Which Should You Hire
26 Sep
Blog, Financial Planning, Tax Management

Which is Better Financial Advisor vs Accountant

  • January 26, 2023
  • By author-avatar Zack Armstrong
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Choosing the right financial advisor is a serious decision, with major ramifications.   You have a dizzying array of options, fee st...

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Retired man and woman sitting on bench
11 Aug
Retirement Planning, Tax Management

Required Minimum Distributions 101

  • November 23, 2022
  • By author-avatar Zack Armstrong
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  Understanding mandatory retirement account withdrawals. Provided by Zachary H. Armstrong, CFA, CPA   If you are ap...

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Quarterly Market Review: Q2 2022
12 Jul
Market Review

Quarterly Market Review: Q2 2022

  • July 14, 2024
  • By author-avatar Zack Armstrong
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A face of a wild bear
29 Jun
Evidence Based Investing, Market Timing, Retirement Planning

6 Ways to Navigate the Bear Market

  • November 23, 2022
  • By author-avatar Zack Armstrong
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  Investment Advisory services offered through Sigma Planning Corporation, a registered investment advisor. Allied Integrated...

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. FINRA/SIPC .


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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