News and Updates

September 3, 2025

Warren Buffett Turns 95: What Every Investor Should Learn from the Oracle of Omaha

Full Article Link: Quartz – Warren Buffett turns 95: What every investor should learn from the Oracle of Omaha Quote from Stephan Shipe“A great example is Nebraska Furniture Mart, which […]

August 26, 2025

High-Yield Savings Accounts vs. Stocks: What Experts Recommend Now

Full Article Link: CBS News – High-yield savings accounts vs. stocks: Which do experts recommend now? Quote from Stephan Shipe“CDs work best when you want to lock in current rates […]

August 21, 2025

Can ChatGPT Revolutionize Your Retirement Strategy?

Full Article Link: Investopedia – Can ChatGPT Revolutionize Your Retirement Strategy? “ChatGPT can be a great tool for explaining retirement concepts or helping you understand your options, but it’s not […]

August 15, 2025

9 Financial Pros Share Their Secrets to Successfully Taking RMDs — and Minimizing Taxes While Doing It

Full Article Link: MarketWatch – 9 Financial Pros Share Their Secrets to Successfully Taking RMDs Quote from Stephan Shipe “Required minimum distributions are one of the most nuanced areas of […]

August 12, 2025

$10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now

Full Article Link: CBS News – $10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now Quote from Stephan Shipe “There is a slightly higher expected return on CDs […]

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