February 05, 2018 in Five, Five, Five | by Scott Wood

Market Volatility, Retirement Contributions, and Realizing Gains

This month on the Five, Five, Five, we’re discussing recent market volatility, retirement savings contributions, renaming a company to include Bitcoin or Blockchain, realizing gains, and our new Associate Wealth Managers. Read More

January 05, 2018 in Five, Five, Five | by Scott Wood

Tax Reform, 529 Rules, Index Investing, and Interest Rates

This month on the Five, Five, Five, we’re discussing The Tax Cuts and Jobs Act and its impact on saving for college, as well as index investing, interest rates, and welcoming a new member to the True North team. Read More

December 05, 2017 in Five, Five, Five | by Scott Wood

Index Investing, Charitable Giving, Tax Planning, and Growth vs. Value

In December's Five, Five, Five we’re discussing index investing, year-end charitible giving, year-end tax planning, growth vs. value, and our three new team members! Read More

November 05, 2017 in Five, Five, Five | by Scott Wood

The Yield Curve, Family Loans, Morningstar Ratings & Estate Planning

How is the Federal Reserve’s interest rate policy specifically affecting your portfolio today? Have you been looking for low interest rate loan options? Do you need a complex estate plan?  Read More

October 05, 2017 in Five, Five, Five | by Scott Wood

Equifax, US Inflation, Market Breadth, RMDs, and Apple News

This month on the Five, Five, Five we’re discussing the Equifax data breach, the lack of US inflation, inefficiencies of market capitalization weighted indices, required minimum distributions, and our new Apple News channel. Read More
   

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2018 03 Market Recap