"Buy Right and Sit Tight" Great advice, but it's easier said than done. How do you know what is "right"? How much should you put in one investment vs. another? If I sell, when … [Read more...]
Six Financial Best Practices for 2019
Are you ready to get a head start on your 2019 finances? The new year is a great opportunity to think about annual goals and action items for the next 12 months. Here are 6 financial best practices to … [Read more...]
Protecting Your Child from Identity Theft
Identity theft breaches continue to happen more and more frequently as thieves become more ingenious. About one year ago (9/2017), Equifax disclosed a massive security breach that compromised the … [Read more...]
What is the Yield Curve?
Are you starting to read more about the yield curve more these days? What exactly is the yield curve and what, if any, influence should this economic indicator play in your financial … [Read more...]
You, Your Financial Well-Being, and the Federal Reserve
Interest rates and the US Federal Reserve have dominated much of the headlines in recent quarters. After nearly a decade of interest rates hovering close to zero percent, the US Federal Reserve has … [Read more...]
Charitable Giving Under New Tax Laws
The 2017 Tax Cut and Jobs Act (TCJA) has created incredible tax planning opportunities for proactive investors. Generous investors might want to specifically explore new planning strategies to … [Read more...]
The Vital Role of Rebalancing
Investors have a variety of financial risk management tools at their disposal to reduce portfolio volatility and improve financial outcomes. Prudent diversification is a tool that comes to mind for … [Read more...]