Can We Protect Investment Portfolios From Armageddon?
Having served many clients over quite a few years, it is not surprising that we repeatedly run into some version of the question posed above....
Take Action – Tax & Investment To-Dos Before Year End
The end of the year is full of holiday cheer and the excitement of a fresh start, but don’t look forward too quickly. There are...
Tax Loss Harvesting
If your stock portfolio is down this year, its not all bad news. Investors can deduct up to -$3000 of losses against their income each year....
Don’t Forget about Year-End Tax and Investment Planning
As the year draws to a close, you might have a lot of outstanding tasks on your to-do list. One task I would encourage you...
Smart Financial Moves to Begin the New Year
The New Year 2016 is fast approaching and if economic experts are correct, investors should prepare themselves for living on less as a global low-return...
Stock Markets Volatility: Your Friend or Foe?
The Chinese economy has recently caused some worries which have negatively affected the world’s financial markets. The volatility in our U.S. stock markets has increased...
Early Preparation is the Key to Financial Success
As a practicing Certified Financial Planner® for 10 years, I can say my best clients have a great relationship with money. And the earlier you...
Do You Know What You’ve Invested In?
I can’t tell you how many times I’ve had people say something to me along the lines of this: “I’m not really sure what I’m...
Investing While Working vs Investing During Retirement
Is there a significant difference between investing while working and investing during retirement? The Accumulation Phase In finance we refer to the working years as...
Doing the Stock Market the Right Way
Yikes! If you’ve been reading headlines or watching the news, you might be concerned about the state of the stock market. The market has a...
