So far, 2019 has been a good year for the stock market. The S&P 500 index shot up over 14%…
Each year, the Internal Revenue Service presents a list of the top 12 tax scams. Make sure you’re not taken…
Reaching the peak of a mountain is the easy part. Once you’ve reached the top, you need to start planning…
The year is quickly coming to an end. While you should be focused on spending time with family and friends,…
The stock market has been pretty volatile over the last couple of months while the bond market continues to decline…
Overall, it’s been a slow year for diversified portfolios. Moderately allocated portfolio’s are averaging 3.15% for the year. The highest…
Quarterly rebalancing is coming up this week and I wanted to pass along some of the changes I plan on…
If you have company stock in your 401k plan, you may want to consider a setting up a tax strategy…
The second quarter of 2018 has come to an end. In my first quarter update, I reported that the market…
Recently, the online Q&A website Quora forwarded me this question – Should I hire a Financial Advisor? What are the…