The Asset Allocation Balancing Act: To Reduce Risk, Increase Diversification
You see and hear it everywhere: “Individual stock or fund performance is the most important element of investing.” To us, this approach is counterproductive to long-term financial success because study after study has concluded that the critical factor is...
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Rethinking Your New Year’s Traditions
Here in the U.S., we celebrate the New Year with the Times Square Ball Drop. It seems that investors also have an annual New Year’s tradition—that of cleansing and purging their portfolios. They eagerly await publication of various mutual...
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5 Questions to Ask When Interviewing a Qualified Tax Advisor
Along with important criteria relative to integrity, credentials, experience, education, services offered, and fees, we suggest that you ask the following 5 questions to gain valuable insight into the quality of relationship you can anticipate and how it will...
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Next Nest: Volume 2
If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won't want to miss our series about the financial implications, opportunities and gotcha’s regarding life challenges. In our last story...
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Year-End Tax Income Planning: Tried and True Ways to Manage Taxable Income
While the TCJA drastically changed several tax provisions, many year-end planning tactics remain. Managing taxable income is important not only for the new QBI deduction, but also for the additional Medicare tax and Net Investment income tax. Lowering your...
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