Learn how to reduce your capital gains tax rates with tax loss harvesting, charitable giving and other strategies.
How Do 529 Savings Plans Work?
Learn how 529 savings plans work, whether you should use them, and how to get started.
COVID-19 & Our Commitment to You
Overcoming Bad News Message Sent 04.06.2020 Over the weekend, President Trump warned this might be the toughest week our country has faced so far in the fight against the coronavirus. Sadly, that will include an increase in both infections and deaths. It also highlights a central theme I wanted to discuss in this week’s note: bad news. It has been …
Is the 60/40 Asset Allocation Dead?
Learn why the 60/40 asset allocation is no longer effective and some alternatives to consider for your portfolio.
Talking Finances with Your (Adult) Kids
Learn how to talk to your children about finances without stressing out or burning bridges.
The Importance of Rebalancing in Asset Allocation
Learn why asset allocation matters more than stock picking and how to rebalance your portfolio to keep allocations on track.
Have You Heard of FIRE?
Learn about the Financial Independence, Retire Early movement and whether it’s a solid strategy for meeting your financial goals.
Should You Add These ‘Unique’ Assets to Your Portfolio?
Learn how tech companies have carved out new investment opportunities from existing asset classes and whether you should invest in them.
The SECURE Act – How it Impacts You
On January 1st of this year, most of the provisions of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect. This act, which was passed late last year, is intended to aid workers in saving for their retirement. There are several new reforms contained in the act that will have an immediate impact on retirees, …
Be Cautious with $0 Commissions
Learn how brokers can afford to offer commission-free trading and why it may not be as good of a deal as it seems.
