What is Tax-Loss Selling? Taxes were recently due, and you may still be reeling from the sting of paying heavily due to significant...
Investing
Is This The Right Business To Invest In?
Have you ever been approached by someone who said, "Do I have a deal for you!" Perhaps you've been approached by a friend, family...
The World’s Volatile, But it’s No Time to Panic
It's been a rough ride. The Dow and Nasdaq fall and rise double digits daily, inflation climbed by 7.9% through February, and filling...
Year End Capital Gain Distributions
How Capital Gain Distributions Work Mutual funds are required by law to make regular capital gain distributions to their...
3 Actions That Help You Reap Big Rewards on Your 401(k)
Participating and contributing to a 401(k) plan at work provides you with a significant advantage over someone who is not eligible to...
Record GDP Growth Rate Announced
On Thursday, October 29, the Commerce Department announced the highest GDP growth increase ever. The U.S. Gross Domestic Product...
Why is the Stock Market Doing So Well? Or is it?
One of the more puzzling things that investors have had to digest this year is why the stock market continues to do so well despite...
Mutual Fund Investors Could Face Unpleasant Surprise
History is still being written about the pandemic and its fallout, but whatever happens in the next few months, 2020 will go down as...
Cash is King
"Now you know why we always want a certain allocation to cash in your portfolio." This is the phrase advisors wish to say to clients...
Separating Fact from Opinion
Is the price of oil headed to a negative $100 a barrel? Are stocks going to hit new highs early next year? These are headlines that...
Personal Market Reflections
I was recently speaking with a friend of mine who has been a financial reporter for more than 30 years, including being the Executive...
What to do During Times of Extreme Market Volatility
As I was sitting down to write this article, I received an email from a younger client of mine with the subject line: “How do I stop...