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Feb 3, 2020

Defining Your Investment Outcome: Is it Possible?

Has the climb of stock prices caused investors to forget about the importance of having protection in their portfolios to guard against corrections? Maybe defined outcome investments are what you need.

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Jan 27, 2020

The Many Decisions of an Investor

You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.

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Jan 20, 2020

Don't Wash Out with Your Tax-Loss Harvesting Strategy

You don’t need to wait until the end of the year to take advantage of tax-loss harvesting. Minimizing your tax obligation through effective tax-loss harvesting strategies can help your investment portfolio grow.

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Jan 13, 2020

What You Need to Know about the SECURE ACT

The SECURE Act was passed late last year, and it made significant changes that will impact everyone, from young families to retirees. So, how does this new law affect your IRA, minimum distributions, charitable giving, and more?

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Jan 6, 2020

What’s Your New Year’s Resolution?

Is your 2020 News Year's resolution related to your finances? A recent study shows that only 8 percent of New Year's resolutions are successful. What can you do to beat the odds and make your resolutions a reality?

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Dec 23, 2019

Bitcoin Manipulation? Buyer Beware!

When it comes to bitcoin, the latter half of this past decade provided some investors with astronomical returns and others with similar losses. What causes such volatility, and what the implications of investing in Bitcoin? Is the currency safe and viable?

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Dec 23, 2019

To Your Wealth: Weekly Q&A Column

Welcome to To Your Wealth, a simplified, weekly, personal-wealth Q&A! Sometimes you just don’t know what you don’t know…Or perhaps you just have that one issue keeping you up at night. Either way, every Tuesday, we’ll be answering one of your personal finance questions, so be sure to keep those queries coming. Click on Submit a Question below, and then keep an eye out for when your question will be featured!

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Dec 16, 2019

Group Healthcare Plans: Simplifying the Alphabet Soup Conundrum!

It's open enrollment time for your group health plan. As your company begins to present your plan choices for the coming year, understanding the confusing alphabet soup is critical. Addressing three essential items will help you pick the appropriate plan for you and your family.

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Dec 11, 2019

8 Tips for a Successful Family Meeting

What would your family do if something happened to you? Do your heirs know your wishes? Here are some helpful tips on how to organize a successful family meeting to discuss estate planning.

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Dec 11, 2019

Is Cost Basis a Good Indicator of Performance?

As shareholders begin to receive yearend payouts from investments, how do you determine how your investments performed? Is cost basis reporting the best way to interpret the overall performance of your investments?

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Dec 11, 2019

Year-End Contribution Deadlines

Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.

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Dec 9, 2019

Family Issues: It’s (Almost) Always about Money!

The holidays can be a wonderful time of year, but some serious issues can put a damper on the festivities. Many of these issues come down to the mismanagement of money. Learn how being proactive can save both your money and family relationships.

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