Our Blog

The Uniform Prudent Investor Act (UPIA) require that investments have moderate to low correlations. Are you financially literate to manage your portfolio?

The 4 Percent Rule is a rule of thumb that does not consider your financial situation, needs, and goals. Read our retirement income planning tips here.

Your retirement journey requires careful planning, budgeting, and review to ensure that you can realize your dreams. Learn about the 4 stages of retirement.

Despite IRA contribution limits, a Backdoor Roth IRA is a tax-smart strategy for high-income earners who cannot contribute to a Roth IRA. Read more here.

Advisor Eric Oh explores the benefits and drawbacks of Roth IRA conversion from a Traditional IRA.

Past investment performance should not indicate future performance. Discover how rebalancing your portfolio can lower your investment risks.

Don’t overlook the tax implications of your investments. Read here to discover 3 effective tax strategies to help maximize your tax savings.

2017 marks an end to a number of tax provisions that expired and did not receive an extension. Read our blog to discover tax law changes to come this year.

If you are age 50 or older, you may see a change in your tax returns. Discover the 8 tax birthdays that can impact your contributions or distributions.

Proactive financial management can prevent issues before they arise in terms of your financial well-being. Learn why you should start proactively planning in your financial life today!

Creating a retirement savings plan can help reduce income taxes and prepare for your future. Learn how to plan for retirement with Chatterton & Associates!

Behavioral bias can impair an investor’s decision making in providing rational and consistent financial advice. Read more about overcoming behavioral bias.