Rational Investors Overcome Fear In Turbulent Stock Market
The stock market (Dow Jones Industrial Average) produced positive returns for six straight years (2009 – 2014). 2015 was only slightly negative at -2.2% or...
Financial Planning in the New Year
2015 was an exciting year. If 2016 is anything like 2015 we are in for another great year. The Top 5 financial planning topics were:...
Protecting Your Investment Portfolio Appropriately
In my first article Can We Protect Investment Portfolios From Armageddon?, I shared some historical examples and lessons that we can take away from those events....
Interest Rates Rise as Fed Decides
After waiting seemingly forever, the Fed finally raised short-term interest rates last week by 25 basis points, or a quarter of a percentage point. This...
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....
Financial Resolutions by the Numbers
Let’s face it. After the holiday season spending spree is finished, most of us feel like our bank accounts are a bit lighter than we’d...
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....
The Home Stretch to Retirement – Your 60’s
Your 60’s is the home stretch and the last decade for you to dot your “i’s” and cross your “t’s.” In your early 60’s, you...
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...
