Coronavirus Update From Our Team

This past week can be described in so many ways. Crazy, frustrating, scary, isolating. One word that shouldn’t be used to describe this situation and the market’s reaction to the situation is uneventful. We have definitely been on our toes during this time. We thought that last Thursday and Friday were crazy…until, of course, we saw Monday. The markets continue to take large …

Our Action Plan in Response to the Markets

“Sell when everyone is greedy and buy when everyone is fearful” -Warren Buffet We want to communicate our action plan as we move through this time of market volatility and uncertainty.  As we have told all of our clients many times: We buy quality assets, allocate portfolios between stocks, bonds and some alternatives based on an individual’s risk tolerance.  Because …

Are You Employing a Tax Harvesting Strategy For Year End? If Not, Why?

With only a few weeks left in the year, it is a great time to think about doing everything that you can to save money on taxes for this tax year. As an investor, if you have accounts that are not retirement accounts, you might be able to save significant money on taxes by employing a tax harvesting strategy. The …

The Charitable Giving Tax Strategy Called “Bunching”

Financial Planning Focus: The Charitable Giving Tax Strategy Called “Bunching” What is a Donor-Advised fund? What is a “Bunching” tax strategy? Where can I get more information? Did you know that you can use a donor-advised fund to bunch multiple years’ worth of donations in a single year to receive maximum tax benefits for your charitable contributions? This is especially …

Kids and Allowance-(Part 1)

As a parent of two young boys, a hot topic around our house has been when do we start giving them an allowance? Our aim is to have our children learn the value of money and the consequences of their financial decisions through saving, giving, and spending. The book Yes, You Can Raise Financially Aware Kids, is incredibly insightful for determining …

3rd Quarter in Review

As the 4th quarter begins and we begin to start winding the year down, we can only hope that the markets will continue this current uptrend through year end. By all counts, following a disappointing year for stocks in 2018, this year has been a strong year in the stock market so far. Large Cap Growth stocks have led the …

Metcalf Partners provides advice on recession watch

Recession Watch And What It Means To Investment Accounts

If you have been watching any financial news over the past few months, you have likely heard the words “possible recession” thrown around quite a bit. This has led to several questions from our clients during reviews and a few calls into our office. As you may know, the past ten years have been very fruitful in the US stock …