Articles and Videos
Are You Really Diversified?
You’ve probably heard that diversification of your investments is a good thing. And it would seem to make sense that by keeping all of your eggs out of a single basket, and spreading your wealth across different asset classes and geographies, you may be able to avoid the catastrophic risk that often comes with just… View Article
Let’s Manage Your Tax Bill
So we’ve still got some time left in 2021, which means that right now may be a great opportunity to do a little tax planning. This is especially true if you’re retired and you’re looking for ways to potentially lower your tax bill, either right now, or over the long-term. Here are a few things… View Article
Two Roth Rules You Need to Know
The Roth IRA was made available to us back in 1998, and for many people it’s been a useful tax-advantaged tool to help save for retirement. If you’re unfamiliar with the Roth IRA, it works like this: You put money in on a post-tax basis, and, if you follow the rules properly, any potential gains you realize from… View Article
Can You Reduce Your Risk Without Sacrificing Your Return?
When we meet with someone for the first time, we often find that they’re taking far more risk than they should, given their stated objectives. They understandably like the greater potential for return, but in order to get that return, they figure they’ve got to raise the risk. And yes: risk and return do generally go… View Article