Investing, Saving for Retirement
Daniel Patterson
Where to Save Money First?

Many of us want to save and invest more, but with so many options available to us, such as our 401(k)s at work, IRAs, ESPPs, 457(b) plans, etc., it can sometimes be hard to figure out the order of where to save money first. If you can relate to this, then this blog is for you…

Where to Save Money First?
General Finance, Investing
Daniel Patterson
25 All-Time Great Books for Your Summer Reading ...

In honor of it almost being summer time, I decided to compile a list of the 25 all-time great investment/financial planning/business related books that I’ve read over the years. There should be something for about everyone on this list.

25 All-Time Great Books for Your Summer Reading List (2020)
General Finance
Daniel Patterson
4 Financial Items to Review While in Quarantine

If you’re anything like me, social distancing is beginning to make you a little stir crazy. While we’re waiting for this coronavirus to calm down and everything to go back to normal, here are three financial items that would be helpful for you to review while you’re stuck inside…

4 Financial Items to Review While in Quarantine
Investing, Saving for Retirement
Daniel Patterson
What is an ETF?

Exchange Traded funds (ETFs) have become an increasingly popular investment option over the last couple of decades. There is now over $4 trillion worth of assets that are invested in ETFs worldwide. The largest and oldest ETF, the SPDR S&P 500 (SPY) has nearly $237 billion in assets and is consistently one of the most highly traded securities in U.S. exchanges. In spite of this, I’ve found that many investors are still kind of confused on what exactly an ETF is. Many times, they’ve heard about them, but are still kind of fuzzy on the details of how they work…

What is an ETF?
Investing, Employer Benefits
Daniel Patterson
Should I Contribute to a Roth 401(k) or a ...

If your company provides both a Roth 401(k) and a Traditional 401 (k) option to you at work, which one should you contribute to? I know most of you would prefer a clear-cut, definitive answer, but unfortunately it’s not quite that easy or straightforward. Rather, the right choice can vary greatly from person to person and depends heavily on the particulars of your personal financial situation….

Should I Contribute to a Roth 401(k) or a Traditional 401(k)?

Long-term Investing

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The CoronaVirus and the Stock Market

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The CoronaVirus and the Stock Market

Over the last few weeks, we’ve seen the Coronavirus cause major disruptions to our way of life here in America and around the world.

In the sporting world, the NBA and NHL have suspended their seasons, the NCAA has cancelled its basketball tournament and has indefinitely suspended or cancelled all other spring sports, Major League Baseball has postponed the start of Spring Training, and the PGA cancelled the Players championship and has announced an indefinite postponement of the Masters.

Cities across the country are cancelling schools, limiting the number of people that are allowed to congregate in one place, and are encouraging employees to work remotely from home if at all possible…

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The Amazing HSA

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The Amazing HSA

When talking with people about their employee benefits, there are certain topics that everyone wants to talk about because they’re exciting and fun to discuss (401(k)s, stock options, anything investment related). Then, there are other topics that, when mentioned, generally causes people’s eyes to glaze over, toes to curl up, and invokes a strong involuntary reaction to do ANYTHING ELSE than to discuss that particular topic…

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Connect with SFP:

Daniel Patterson, CFP
Sweetgrass Financial Planning
daniel@sweetgrassfp.com
(843) 608-0231