How Tax-Loss Harvesting Can Reduce Your Tax Bill
Tax-loss harvesting can allow you to lower your tax liability and may have other benefits for your portfolio. Read More
Financial Planning in a Volatile Market
A well-designed financial plan incorporates the critical assumption of market volatility- and for good reason. Here are three key points to keep in mind for financial planning in a volatile market.... Read More
Third Quarter Market Update
2022 is proving to be a historically challenging year for equity markets with the S&P 500 Index declining 23.87% and the NASDAQ Index retreating by 32% year to date as of September 30. Read More
529 Plan Alternatives That Boost College Savings
Although 529 plans can be a way to pay for college, there are other options, too. Read More
The Power of Compounding Interest
Would you rather have a million dollars today or a penny that doubles every day for thirty days, what would you choose? Many would simply take the million dollars. If you understand compounding interest, your answer is different.... Read More
Retirement Plan Options for Individual and Small Business Owners
Individual and small business owners have many retirement plan options. Here are how those plans differ. Read More
Rising Cost of College Education and 529 Plans
Several investment accounts can help ease the expense of a college education. Here’s what you should know about a 529 College Saving Plan. Read More
Mid-Year Market Reflection
Even with current market uncertainty and bad news, my advice remains consistent and similar to the first six months of 2022: think of the long term and know that we are here to help guide your investing... Read More
How to Align Your Investments and Retirement Goals
Although everyone should be saving for retirement during their working years, retirement goals and how to invest for them can be unique. Read More