The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2022 tax year. [Read more…]
Passive, Active, or Both?
Passive, Active, or Both?
Index funds, which try to match the performance of a particular market index, have drawn increasing interest from investors, but traditional actively managed funds still hold more assets [Read more…]
Investing As A Couple
Investing As A Couple
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. [Read more…]
Financial Aid 101
Financial Aid 101
Many parents pay for college with a combination of savings, current income, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. [Read more…]
Pay Off Your Mortgage or Invest
Pay Off Your Mortgage or Invest
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college education, or some other goal. [Read more…]
The Modern Family Office
The Modern Family Office
The pinnacle of ultra-high-net-worth financial services is a “Family Office.” It’s a firm dedicated to meeting all the needs of one, or perhaps a small number, of very wealthy families. [Read more…]
ESG Investing
ESG Investing
ESG is one of the fastest-growing segments of investing, across the spectrum of financial products from ETFs to specialized, custom strategies. [Read more…]
Taxes and Working Remote
Taxes and Working Remote
It’s been two and a half years since the COVID-19 pandemic began, and most of the country is up and running: students have returned to classrooms, people are traveling for pleasure and business in record numbers, and spectators are back in the stands. [Read more…]
Tax Planning During Your Career
Tax Planning During Your Career
Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. [Read more…]
A Social Security Primer
A Social Security Primer
When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will likely come from various sources, and each will fit into your financial plan in different ways. [Read more…]
May 2022 Market Commentary
May 2022 Market Commentary
COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption of the ongoing war in Ukraine, 40+ year record inflation, and the resulting amping up of the Fed’s intentions on rate increases moved distinctly into the foreground. [Read more…]
Benchmarking Your Business For Growth
Benchmarking Your Business For Growth
Building and running a business requires many different skill sets. You’re often the development head, the chief strategist, the head of marketing, and you know every role from the ground up because you created them. [Read more…]
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