With the rapid spreading of COVID-19, and more and more people either on self-quarantine or practicing social distancing, many of us are working from home. While working from home definitely has its perks – no commute! – there can also be some challenges when it comes to motivation and productivity. Here are 7 tips to help you get through this …
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 …
The SECURE Act: It is the Biggest Retirement Bill in a Decade and Here is What You Need to Know
They say that occasionally, the powers that be in Washington get together and move meaningful legislation forward. For the retirement planning business, December was one of those months that saw meaningful change that will have an impact on many of our clients. Here is what you need to know about the SECURE act: Before digging into the changes that will …
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 …
Could Private Equity Ownership Soothe the Ups and Downs in Your Retirement Account?
Private equity ownership probably isn’t the first thing that comes to mind when considering ways to even out the ups and downs of your retirement account, especially in a volatile market. There is a lot of confusion and misperceptions surrounding owning private equity. In part because who owns it and why they own it has changed over the years. At …
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 …
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