Municipal bonds are debt obligations issued by public entities that use the loans to fund public projects such as the construction of schools, hospitals, and highways. In general, the interest you … [Read more...]
Principles of a Trusted Advisor
Curious what to look for when choosing a trusted advisor? The following are 10 principles Delap Wealth Advisory has adopted to help us serve as your trusted advisor. Act in the Best Interest of Our … [Read more...]
Market Commentary: 2020 Q3 in Perspective
Delap Wealth Advisory’s evidence-based investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in … [Read more...]
What is Tax-Loss Harvesting?
Investment losses rarely (if ever) make investors happy. But there are ways to make Uncle Sam share in some of that pain. The following discusses tax-loss harvesting and why it should be considered … [Read more...]
Election Year Politics and Stock Market Forecasts
A recent New York Times article discussed the stock market impact of Joe Biden winning the 2020 presidential election. The article quoted Lori Calvasina, head of U.S. equity strategy at RBC Capital … [Read more...]
Evidence-Based Investing vs. Index Investing
Overview: Many investors may believe that evidence-based investing means simply buying index funds. However, there are some key differences between index investing and evidence-based investing. The … [Read more...]
The Rules of Prudent Investing
Overview: The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their … [Read more...]
CARES Act Relief for Small Business Owners
The expansive coronavirus-related stimulus package signed into law last week — the CARES Act — has in it several measures of relief for small business owners, ranging from various loan programs to tax … [Read more...]