Category Archive

Here’s a look at the finance/investing related books that I read in May 2021! Portfolio Design: A Modern Approach to Asset Allocation by Richard C. Marston This book is all about how individuals and institutions ought to best  invest their assets in an uncertain world. The book includes analysis of all major asset classes as well as alternative asset classes … Read More

If your company offers a 401k, you’re in luck because 401k’s are one of the best tools at your disposal to retire comfortably. What many people don’t realize however is that you may have options in your 401k that you didn’t know existed. For example, many people don’t know that Roth 401k’s exist and that they may be an option … Read More

Making choices in your 401k account can be confusing without a little education. I work with young professionals to optimize their 401k contributions and investments so they can avoid common pitfalls. Here I want to take a look at a very common problem; not understanding “investment risk”. The key lessons from this article are how a lack of understanding about … Read More

The interest rate banks are willing to lend for mortgages has been dropping for most of this year. This has led many people to refinance, or at least think about refinancing. Some people may be on the fence about refinancing. This article is about why people refinance and how to know whether refinancing is a financially savvy move or not. … Read More

Financial well-being is an abstract subject and it helps to have targets in mind when assessing your own financial well-being. The financial services industry is filled with rules of thumb and small snippets of advice that most people judge to be valuable. For example, you may be familiar with the so-called “4% rule” that’s peddled as an answer to how … Read More

Financial Taboos: What they are and how to deal with them Within the category of personal finances, there is an acceptable amount of widely disseminated advice and information available to people. But there still remains a few topics that most people may feel uneasy asking others about. I call these financial taboos. My absolute favorite column to read in this … Read More

About our financial planning process: My name is Erik and I run uVest Advisory Group, which focuses on Financial Planning in Evansville. Having a plan is important. Equally important is the process by which you develop your plan. uVest Advisory has a very specific and concrete approach to financial planning. We have a roadmap for our clients to follow step … Read More