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…
You may have noticed that your email inbox has received numerous privacy notices recently. This is due to the European…
Creating a sound tax strategy is one of the more important parts of a financial plan. This is especially true…
The first quarter of 2018 is coming to an end and the market news is mixed. The Dow Jones and…
“Please consult your tax advisor.” This is the standard disclaimer brokerage firms give whenever a client requests a withdrawal from…
The Dow Jones Industrial Average dropped 1,175.21 points today. It was the largest point drop in the history of the…