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Friday, September 2, 2022

The dream of a secure retirement, college funding, or a vacation home may be the financial “prize” you’re keeping your eyes on. But it’s hard for investors, even seasoned ones, to stay focused in the face of...

Thursday, August 25, 2022

Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...

Tuesday, August 23, 2022

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

Tuesday, August 23, 2022

During times of rising interest rates, high inflation, and bear market growliness, a fully diversified portfolio can help lessen the impact of volatile conditions. A diversified portfolio weaves together a range of strategies from...

Tuesday, August 23, 2022

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

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Tuesday, August 23, 2022

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

Tuesday, August 23, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...