Financial Advisor, Financial Planning, Market Events
The coronavirus is still very much with us, as is much of the economic dislocation resulting in sporadic lockdowns. Granted, we are closing in rapidly on a vaccine…indeed, a number of vaccines. But it may be quite some time yet before most of us will get access...
Investing, Retirement Planning, Tax Planning
When markets dip, most of us focus on the losses in our accounts. But under the right conditions, some of those losses can work in your favor at tax time. Tax loss harvesting is a strategy that uses investments that have gone down in value to help lower your tax...
Investing, Retirement Planning, Videos
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That’s why we created this 3-minute video about how rebalancing your investment portfolio can help...
Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
Financial Planning, Investing
Just as the seasons shift from winter to spring, markets also move through cycles of change. Some seasons bring growth and optimism, while others test investors’ patience. In recent years, investors have weathered sharp declines followed by equally rapid...
Estate Planning, Family and Finances
As new parents, you are embarking on an incredible journey filled with joy, love, and countless responsibilities. Amidst the joys of parenthood, it’s crucial to address the often-overlooked topic of estate planning. Estate planning is not just for the wealthy or...
Investing, Tips and Tricks
Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest...
