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The Market

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.

InsightInvestmentsThe MarketTips

Should I Sell Stocks?

During the week of June 8, 2020, 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...

InvestmentsTaxesThe Market

What Is Tax Loss Harvesting?

When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately. Then again, we’ve been given a lot of lemons lately. Many of our clients, friends, and family have encountered some really hard challenges. Things like temporary business...

Make lemonade out of lemons with tax loss harvesting
InsightNewsThe Market

Recent Market Volatility

This week’s blog article comes to you from the research team at Dimensional Fund Advisors. During this time of uncertainty in the markets (and on the homefront!), we can all stand to be reminded that while the markets can experience extreme one-day gains and...