Northstar Insights
Traditional vs Roth IRAs – They’re Both Great Choices
The legislation that allowed the first Individual Retirement Account or IRA was passed in the early 1970s. The two primary goals of the IRA were
401K Rollover Overview
Rolling over a 401k into an IRA may sound daunting, but making that transition can be a good step in helping you take more control
Managing Retirement Income Through the Next Market Decline
If you’re retired, you know that declining markets are a challenge because you need distributions from your portfolio regardless of how the markets are performing.
Is Bitcoin for Real?
If you’ve been following the financial news recently, you may have seen stories about the cryptocurrency Bitcoin reaching all-time highs. You might be wondering, is
Keeping Your Information Safe
When we hear headlines about hackers getting into U.S. government networks, we are reminded that there are many bad actors putting a lot of effort
The Advantages of Working with a Small Firm
Investors have a wide range of options to choose from when it comes to financial advice. Banks, insurance companies, brokerage houses, wealth management firms and
Meet the First Recipient of the Northstar Investment Advisors Scholarship
In August, we awarded the first Northstar Investment Advisors Scholarship to Miquel Moroyoqui, a senior studying finance at Metropolitan State University of Denver. We wanted
Investing in a 529 Plan
If you are like most people saving for college is a daunting task and financially it seems overwhelming to even get started. However, the good
Northstar Launches Scholarship to Increase Diversity in Finance
Last month, Northstar marked its 25th anniversary with an announcement that we had launched a scholarship fund for finance students at Metropolitan State University of
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