Maximizing Outcomes by Reducing Taxes Over Your Lifetime
As a kid, if you get $20 from your parents the world opens up and the possibilities seem just endless. Candy bars, apps, the latest “it” thing and so much more can be yours. You pull out your spe... Read more
7 Financial Tips to Avoid Leaving Money on the Table
The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven... Read more
Why Is Inflation So Low? (And What to Do About It)
Ronald Reagan famously described inflation as being “as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.” While the inflation experienced under President Reagan w... Read more
Can You Win in a Lose-Lose Game: Tariffs and Trade Wars
“We’re On The Brink Of An All-Out Trade War!” “Market Futures Fall As Investors Anticipate New Tariffs!” “What Will Happen If Trade Tensions Escalate!?” Chances are you’ve seen headlines like the... Read more
Investing Is Hard — Get Help from a Trusted Advisor
Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more
Markets (and some premiums) Bounce Back
What a difference a few months can make! A few months at the end of 2018 turned U.S. stock returns negative and made international stocks to decline further for the year. Now, just a few months a... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- Why Are You Buying Gold? Source: Siegel, Jeremy, Future for Investors (2005), Wi...
- The Effect of Diversification <!----> This blog is from the May issue of Por...
- Volatility Clustering FAQ What is volatility? Volatility is the rate at which...