Investing is as much a psychological journey as it is a financial one. While market dynamics, economic indicators, and personal preferences play crucial roles in investment decisions, understanding and managing behavioral issues is equally important.
Read MoreInterest rates have risen significantly over the course of the last year. So, you would expect that interest rates on savings and money market accounts would have followed suit. However, it seems that many banks have yet to adjust the interest rates they pay to customers on deposit accounts like savings and money market.
Read MoreAs investment advisers it is important to have an understanding of the economy and its direction. Here are descriptions of several common economic indicators and what they can tell us about the economy.
Read MoreI Bonds may be an alternative to cash and money market and offer a level of inflation protection for conservative investors. I bonds protect against both inflation and deflation and are a tax-deferred investment.
Read MoreShould your portfolio be invested in dividend paying stocks during retirement? This answer always varies, but for most the answer is NO! Let us explain…
Read MoreWhen it comes to structuring a tax-efficient investment portfolio, we believe it is important to consider “asset location.” That is—which types of investments should be held in which accounts?
Read MoreIn today’s connected world, headline risk is everywhere! As harmless as headline risk may seem, it can represent a huge deterrent in making progress towards long term financial goals.
Read MoreThere are a number of indexes that attempt to measure the performance of the financial markets and serve as a gauge of economic activity. The following are descriptions of several of the most common indexes.
Read MoreOn this episode of Finance In A Flash, Nick and Chip discuss a question that a lot of people have been asking during this turbulent time in the market; "Should I adjust my asset allocation?". They start with the basics of describing how they think about asset allocation throughout a person's lifetime and then transition into instances when it may or may not be an appropriate time to adjust your portfolio's asset allocation.
Read MoreLet’s face it, seniors today are healthier, more active and are likely to have longer lives. So what are the financial implications for retirees who will likely live well into their 90s and possibly their 100s?
Read MoreDo you know the factors to consider when establishing an emergency savings account? How much cash is it appropriate to keep on hand in short term savings and money markets? Before we address the question, it is important to understand the important role cash plays in an overall financial plan.
Read MoreDoesn’t it seem like the stock market should be down more in 2020? This article takes a deeper dive into the numbers and it turns out that when using more diversified definition of “the market,” stocks have taken quite a hit this year.
Read MoreThis webinar provides a historical perspective to recent stock market declines related to COVID-19. It also provides some financial planning opportunities and ideas to explore in the future.
Read MoreA 500-point move in the Dow does not have the same impact on performance as it used to. With this in mind, we examine what a point move in the Dow means and the impact it may have on an investment portfolio.
Read MoreLearn how an investment approach that employs an effective "tax-loss harvesting" strategy can help you make lemonade out of investment lemons.
Read MoreIn our office, we celebrated privately the passing of the four year anniversary of what would be a 13 year stock market low point.That’s right, it has already been four years since March 9, 2009 when the S&P 500 Index closed at 676—a level last seen in the summer of 1996. As of the date of this article, the S&P 500 Index has surpassed its all-time high of 1565, which was achieved in October 2007!
Read MoreThis video discusses the purpose and key components of an investment policy statement.
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