Stock Market
Is Now a Good Time to Capture Some Gains in My Portfolio?
A lot of people we’ve been meeting with have noticed that the stock market has far exceeded their expectations since the “Covid Crash” in March 2020… and now they’re wondering how long this good fortune is going to last. They want to know: “Is now a good time to get out and capture some of… View Article
Investing a Sum of Money: All at One Time, or Little By Little?- Season 6: Episode 3
Maybe you recently got a bonus from work, or — perhaps even better — an inheritance from a relative. Whatever the case, if you find yourself with a lump sum of cash that you’d like to invest, a question should come to mind: do I invest it all at once, or do I phase it… View Article
How To Know If Your Social Security Benefits Will Be Taxed- Season 6: Episode 1
Have you heard that your Social Security benefits are always going to be taxed as income? Have you heard that they’ll be taxed at a 50% rate? Or have you heard that your Social Security benefits are never taxed at all? These statements (rumors, really) have made their way around the online world over the… View Article
Taking Advantage of Market Volatility
It probably goes without saying that 2020 was one of the most volatile years for stocks that we’ve ever seen. We saw a decade-long bull market come to an end, followed by the shortest bear market in S&P 500 history, and then a rebound that sent the index back to all-time highs in early 2021. … View Article
Does Mixing Your Investments Raise Your Retirement Confidence?
Did your doctor ever tell you to eat a variety of foods to keep yourself healthy? That was probably some good advice. As it turns out, the same may hold true in the world of investing. If you own just a simple mix of traditional stock and bond investments, you may be at risk of… View Article
Do You Know About This Triple Tax-Free Savings Option?
People seek the help of a financial advisor for many reasons, not the least of which is to get some guidance on tax management. After all, taxes can be one of the biggest drags on your portfolio’s investment returns. One way to manage your taxes can be through the use of certain retirement accounts: a… View Article