5 Insights for a Challenging Election Season
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
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You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
How Do I Invest in a 529 College Savings Account?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Should I Sell Stocks?
During the week of June 8th, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it was when it started to fall in February, but it did recover enough...
What Is Tax Loss Harvesting?
When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately, because we’ve been given a lot of lemons during the past couple of months. Many of our clients, friends and family have encountered some really hard challenges, including...
Is Now A Good Time To Sell Stock?
The year 2019 was a great year for the US and international stock markets. Large-cap US stocks were up more than 30% measured by the S&P 500, small and mid-cap US stocks were up more than 25%, and international developed stocks were up nearly 23%. Meanwhile,...
Should I Be Investing In International Stocks and Bonds?
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies...
Is Now A Good Time To Purchase A Home?
A little over a year ago, a friend of mine reached out to me to ask - Should she be purchasing a home now? She had been saving up for a down-payment on her first house, so she was paying close attention to what was happening to interest rates. Mortgage rates were...
Is Now A Good Time To Be Invested In Stocks?
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or...
What Is The Real Value Of Working With A Financial Planner?
I was recently attending a baby shower with some friends and I ran in to an old friend who I hadn’t seen in probably six or seven years. We did the typical “what’s new, how have you been” small talk, which inevitably leads to the question of what you’re doing in...
How Can Investors Make A Positive Impact On The Environment With Their Investments?
Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how. As citizens, individuals can express their political...
