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#75 - Get Rich Quick?
This past week GameStop stock has spiked up as retail investors take on the short bets made by some Wall Street investors. It is a...

Treavor Dodsworth CFP®, CPA, CKA®


#74 - Subtle Tax Increase
Typically, when the word “taxes” is mentioned most people (myself included) immediately think of income tax. In reality, there are a...

Treavor Dodsworth CFP®, CPA, CKA®


#73 - Mortgage Refinance #2
This past summer I wrote about mortgage refinancing. It was getting a particular amount of attention as rates were dropping. I wanted to...

Treavor Dodsworth CFP®, CPA, CKA®


#72 - Note to Self
This past week I caught myself checking the stock market a few too many times. There are two extreme approaches to monitoring the stock...

Treavor Dodsworth CFP®, CPA, CKA®


#71 - Dollar Cost Averaging in 2020
2020 was a very interesting year for much of the stock market with a quick significant drop and quick recovery. Because of this...

Treavor Dodsworth CFP®, CPA, CKA®


#70 - Year End Review
There is less than a week left in 2020. Many are already looking forward to future plans. Before we jump into the new year though take...

Treavor Dodsworth CFP®, CPA, CKA®


#69 - 2020 Christmas Card
In case you weren’t aware… Christmas is Friday! What a year it has been! The world has experienced much heartache this year but looking...

Treavor Dodsworth CFP®, CPA, CKA®


#68 - Year End Stress
The end of the year is often a joyous time but it can come with a fair amount of stress as well with work deadlines, time off work, gift...

Treavor Dodsworth CFP®, CPA, CKA®


#67 - "Action Trumps Everything"
Sometimes I read a book and seem to forget it the moment after I have finished. With others, the message can stick for years into the...

Treavor Dodsworth CFP®, CPA, CKA®


#66 - How "Buy Low Sell High" Can Lead to Poor Investment Behavior
Everyone has heard the phrase - “Buy low and sell high.” This is a very helpful phrase - particularly if the market has a downturn. I...

Treavor Dodsworth CFP®, CPA, CKA®


#65 - Common Millionaire
Do you remember the show Who Wants to Be a Millionaire? Contestants would slowly build up their prize winnings by correctly answering...

Treavor Dodsworth CFP®, CPA, CKA®


#64 - 3 Bible Verses About Money
The overlap of faith and finance is my favorite topic to learn or think about. Thankfully, there are literally hundreds of verses in the...

Treavor Dodsworth CFP®, CPA, CKA®


#63 - Employee Benefit Notes
Every year, typically about this time, employees around the country receive packets of information about their employee benefits. While I...

Treavor Dodsworth CFP®, CPA, CKA®


#62 - Abortion and Personal Finance
For many, a positive pregnancy result is an absolute joy. It can be the fulfillment of a longheld desire. I realize this isn't the case...

Treavor Dodsworth CFP®, CPA, CKA®


#61 - Why I Love HSAs - Part 3
This is the third Sycomore Saturday in a series on why I love Health Savings Accounts or HSAs. Take a look at Part 1 and Part 2 if you...

Treavor Dodsworth CFP®, CPA, CKA®


#60 - Why I Love HSAs - Part 2
In my last post, I wrote about some overarching principles of HSAs. I encourage you to read that post. Today, I want to walk you through...

Treavor Dodsworth CFP®, CPA, CKA®


#59 - Why I Love HSAs - Part 1
When it comes to Health Savings Accounts (HSAs), there is a lot to love. I want to dive deeper into several characteristics of these...

Treavor Dodsworth CFP®, CPA, CKA®


#58 - Savings Hierarchy
When investing for retirement, there are several different account options to consider. Today I wanted to share my general savings...

Treavor Dodsworth CFP®, CPA, CKA®


#57 - Market Recap 2
A couple of months ago, I shared a high-level overview of a few ETFs and how they had performed. Since then, a couple of the ETFs hit new...

Treavor Dodsworth CFP®, CPA, CKA®


#56 - Taking Inventory
Last week, I wrote about the importance of intentionality. One way to be intentional with finances is to routinely take inventory. ...

Treavor Dodsworth CFP®, CPA, CKA®
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