Is Your Brain Tricking You Into Bad Financial Decisions?
Is Your Brain Tricking You Into Bad Financial Decisions? In the world of investing and personal finance, numbers and data often take center stage, overshadowing the crucial role psychology plays in decision making. That said, we cannot ignore the impact that our emotions and cognitive biases have on our financial outcomes. Recently, a client shared… Read more Is Your Brain Tricking You Into Bad Financial Decisions?
Exploring Tax Savings through Home Renovations and Clean Energy Upgrades
Exploring Tax Savings through Home Renovations and Clean Energy Upgrades With summer here, many homeowners are considering home renovations and cleaning projects. If you’re thinking of making some improvements to your home, you could potentially save money. Thanks to the Inflation Reduction Act (IRA) and the Residential Clean Energy Credit (RCEC), there have been changes… Read more Exploring Tax Savings through Home Renovations and Clean Energy Upgrades
Q2 2023 Market Commentary + Outlook
Executive Summary The S&P 500 Index gained 8.7% over the second quarter of 2023, marking a new bull market as the index is up more than 20% since the October 2022 low. The index was propelled by growth stocks, with the top few companies contributing nearly all the return. The Fed raised rates once during… Read more Q2 2023 Market Commentary + Outlook
Aldrich Wealth recognized in 8th consecutive year as a Top Firm by AUM, Accounting Today
Lake Oswego, OR., June 7, 2023 – In 2023, Accounting Today’s 17th annual ranking of Top Firms by AUM recognizes Aldrich Wealth as the 13th highest CPA wealth management company based on assets under management (AUM) amongst 150 firms nationally. This annual report recognizes “2023 Wealth Magnets” as the leading CPA-affiliated wealth management firms based… Read more Aldrich Wealth recognized in 8th consecutive year as a Top Firm by AUM, Accounting Today
An Urgent Appeal to Your 401(k) Auditor: Navigating Revenue Sharing, Fee Equalization, and Net Expense Ratios to Minimize Litigation Risks
An Urgent Appeal to Your 401(k) Auditor: Navigating Revenue Sharing, Fee Equalization, and Net Expense Ratios to Minimize Litigation Risks This article examines the importance of understanding and managing revenue sharing, fee equalization, and net expense ratios in retirement plans to minimize litigation risks. With an increasing number of lawsuits filed against plan fiduciaries for… Read more An Urgent Appeal to Your 401(k) Auditor: Navigating Revenue Sharing, Fee Equalization, and Net Expense Ratios to Minimize Litigation Risks
Q1 2023 Market Commentary + Outlook
Q1 2023 Market Commentary + Outlook This quarter, Aldrich Wealth’s Chief Investment Officer Darin Richards is joined by the Director of Private Wealth, Nicole Rice, for insights into what drove investment performance in the first quarter and what to look forward to in the upcoming year. Executive Summary Providing a reprieve from the prior year’s returns,… Read more Q1 2023 Market Commentary + Outlook
Understanding FDIC and SIPC Insurance
Understanding FDIC + SIPC Insurance By Tawny Ramones, CFP®, CPA The recent collapse of Silicon Valley Bank and Signature Bank has raised concerns among consumers who have placed their hard-earned money in banks and brokerage firms and emphasized the importance of having insurance protection. In the United States, the Federal Deposit Insurance Corporation (FDIC) and… Read more Understanding FDIC and SIPC Insurance
NAPA Recognizes Aldrich Wealth as Top DC Advisor Team
NAPA Recognizes Aldrich Wealth as Top DC Advisor Team LAKE OSWEGO, OR., MARCH 22, 2023– Aldrich Wealth is pleased to announce that the National Association of Plan Advisors (NAPA) recognized our Corporate Retirement Plans team as a Top Defined Contribution (DC) Advisor Team. Marking Aldrich Wealth’s fifth year of recognition, the list consists of the… Read more NAPA Recognizes Aldrich Wealth as Top DC Advisor Team
SECURE Act 2.0: Provisions for Corporate Retirement Plans
SECURE Act 2.0 – What We Know So Far If your company offers a retirement plan, you have probably already seen about 700+ marketing emails letting you know that the “SECURE Act 2.0” was signed into law on December 29th, 2022. The Act features 92 provisions and one thing to keep in mind as you… Read more SECURE Act 2.0: Provisions for Corporate Retirement Plans
Portland Business Journal Names Aldrich Wealth and Aldrich CPAs + Advisors as Most Admired Companies of 2022
LAKE OSWEGO, OR, DEC 16, 2022 — Aldrich is pleased to announce that Portland Business Journal named Aldrich CPAs + Advisors and Aldrich Wealth in Oregon’s Most Admired Companies of 2022. Aldrich CPAs + Advisors ranked 10th in the Law & Accounting category, marking their second consecutive year of recognition and third time overall. Celebrating their fourth consecutive year… Read more Portland Business Journal Names Aldrich Wealth and Aldrich CPAs + Advisors as Most Admired Companies of 2022
NAPA Recognizes Neil Plein and Casey McKillip as Top 100 Advisors Under 40
NAPA Recognizes Neil Plein and Casey McKillip as Top 100 Advisors Under 40 LAKE OSWEGO, ORE., NOVEMBER 28, 2022— Aldrich Wealth is pleased to share that the National Association of Plan Advisors (NAPA) included Neil Plein, Lead Retirement Plan Consultant, and Casey McKillip, Senior Retirement Plan Consultant, in its 2023 “Aces” list: Top 100 Retirement… Read more NAPA Recognizes Neil Plein and Casey McKillip as Top 100 Advisors Under 40
NAPA Names Heather Wonderly one of the 2022 Top Women Advisors
NAPA Names Aldrich Wealth’s Heather Wonderly one of the 2022 Top Women Advisors LAKE OSWEGO, OR, NOV 9, 2022— Aldrich Wealth is honored to announce that Heather Wonderly, Partner + Director of Corporate Retirement Plans, was recognized by the National Association of Plan Advisors as one of the 2022 Top Women Advisors. This is the third… Read more NAPA Names Heather Wonderly one of the 2022 Top Women Advisors
