Investment Strategies

Phantom income tax on investments can leave you owing taxes on money you never received. Learn what causes it and how planning ahead can prevent unwanted surprises at tax time.

Discover how the value of financial advice can add up to 3% in net returns. Vanguard research explains Adviser’s Alpha and why guidance matters.

Staying Invested Beats Timing the Market During periods of market volatility, it's completely normal to feel uncertain or anxious. But...

Warren Buffett’s success isn’t just about returns—it’s about timeless principles like patience, simplicity, and staying the course. In this post, I break down key Warren Buffett investment principles and how you can apply them to your own long-term financial plan.

Left a job and unsure what to do with your 401(k)? Whether you’re considering a rollover, IRA, or simply leaving it where it is, understanding your options can help you make the most of your retirement savings. In this post, Tampa-based financial advisor Jeff Schlotterbeck, CFP®, breaks down the pros and cons of each path—and how to decide what’s right for you.