Tree City Advisors

Team Building? No. Team Shredding 🏔️

You now have an Inherited IRA. Now what? This flow chart shows what rules could apply to you 📜

You can watch the adjacent YouTube video here 📺
https://www.youtube.com/watch?v=qMVNmHtLtyc

Before you buy that company's stock or dump money into that ETF, you most likely will go onto Yahoo Finance or Morningstar to look at its performance. 💹 While those platforms do a great job at evaluating how a company is doing, it leaves out other important information that you may want to know before investing.

Deep-Dive into Company Info 🔎 Want to look at things such as financial documents, insider transactions, or how much a board member is being paid? Ask EDGAR!

What are the three inevitable things in life? Death, taxes, and... MEDICAL EXPENSES! 👨‍⚕️ Contributing to a MSA lowers your taxable income (on the state level), therefore reducing the amount of money you spend on medical-related expenses. 💵💉

What is an Idaho Medical Savings Account (MSA)? A Medical Savings Account is one of smartest investments you can make for yourself and your family. What are the three inevitable things in life? Death, taxes, and... MEDICAL EXPENSES! Contributing to a MSA lowers your taxable income (on the state level), therefore reducing the amount of money you s...

The University of Southern Mississippi has a resource that can help you find as many scholarships as possible! 🎓
https://www.usm.edu/images/scholarshiphunt.pdf

If you're looking to further your education, searching for scholarships that will help take care of the daunting costs of school is almost a necessity. Their PDF lists a handful of online sites to help your search. 📝

Find more of our financial resources at https://www.treecityadvisors.com/resources

Some of the crew was able to sneak away this weekend for the season’s first rafting trip! 🌊

Diversification: We get it, we hear it all the time, and we know that it's important. But this resource from https://www.callan.com gives a great visual presentation of what it looks like to be diversified.

Periodic Table of Investment Returns: 2002-2021 Callan, an investment resource website, provides this color-coordinated chart that highlights the importance of having a diversified portfolio. You can find the full chart/commentary here: https://www.callan.com/research/2021-classic-periodic-table/ # Here is a key that tells you the definition of ea...