17 Things You Should Know About Your 401(k)
“Will my 401(k) still be there when I leave?” I got this question last week from someone I work with. It’s her first time having access...
top of page
Austin Preece, CFP®, EA
- Aug 12
- 4 min
Stock Picking - Difficult, or Near Impossible?
"Did you see Intel today?" I got this message in early August from a friend of mine who’s also a financial advisor. Intel’s stock...
19 views0 comments
Austin Preece, CFP®, EA
- Jul 29
- 3 min
Investment Philosophy at PFP
Portfolio construction is not generally the reason that most people hire me. I know this because I don’t advertise it. When I’m giving...
41 views0 comments
Austin Preece, CFP®, EA
- Jul 11
- 6 min
Thoughts on the Markets Q3 2024
How to make the most money on your investments in the second half of 2024: Just kidding. Stock and bond markets are interesting, so I...
29 views0 comments
Austin Preece, CFP®, EA
- May 27
- 4 min
Traditional or Roth - Which is Better?
Here's the REALLY short answer: It depends. Less short answer: If you expect your tax rate to be higher when you use the funds, you...
13 views0 comments
Austin Preece, CFP®, EA
- Feb 19
- 3 min
Let's Talk About Funds!
Most people know that if they invest, they’re going to be buying mainly stocks and bonds. But how do investors go about buying them?...
17 views0 comments
Austin Preece, CFP®, EA
- Feb 12
- 3 min
What Is A Stock?
Quick disclaimer before I answer the question - I use Microsoft as an example in this post, but that is not to be construed as a...
12 views0 comments
Austin Preece, CFP®, EA
- Nov 27, 2023
- 3 min
Portfolio Diversification, Explained
We all know our portfolios are supposed to be diversified, but what does that actually mean? The simple answer is that diversification in...
8 views0 comments
Austin Preece, CFP®, EA
- Nov 20, 2023
- 5 min
What Should I Do With My Cash?
A friend of mine asked me recently what the difference is between a High Yield Savings Account (HYSA) and a regular ole savings account....
34 views0 comments
Austin Preece, CFP®, EA
- Oct 2, 2023
- 2 min
4 Guidelines for Building Portfolios
Want to do something for your future self? Start investing. Let’s say you have 20 years to invest, and you’ll earn an average return of...
20 views0 comments
Austin Preece, CFP®, EA
- Sep 11, 2023
- 2 min
Can a Financial Planner Boost Your Investment Performance?
According to Vanguard’s Advisor Alpha study, the answer is yes. Vanguard, a low-cost investment manager with a unique structure, has...
31 views0 comments
bottom of page