Buying vs. Leasing a Car

by Tim Obendorf on
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When shopping for new vehicles, about one-quarter of consumers choose to lease, while the majority choose to finance. From an investment perspective, which choice is best?

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it...

Social Security: Maximizing Benefits

by Tim Obendorf on
Categories
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their marital status.

A Look at First Quarter Performance

by Tim Obendorf on
Categories
One quarter into 2025 and it feels like there is less certainty about how the economy and markets will perform this year than there was at the beginning of the year. Much of the uncertainty comes from Washington where changes in policy have created uncertainty around the economy and financial markets.

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?

Splurge? Save? Invest?

The good news: there’s no one-size-fits-all answer...