David Crossman, CFA

With just over two months left in 2018, now is a good time to start your tax planning, and analyzing your capital-gain situation could result in a lower tax bill come Tax Day 2019. By considering various strategies to offset your capital gains, you could reduce your tax impact and keep as much of those gains in your pocket as possible.

“Growth” stocks are dominating the stock market right now – think FANG (Facebook, Amazon, Netflix, and Google). So have we seen the heyday of “value” stocks, never to be repeated again? Not so fast – both “growth” and “value” stocks have their place in your portfolio. Read on for the details on both types of stock and what they mean for your portfolio…plus the one thing you might want to do right now to ensure you’re on the right track.

Marijuana’s popularity is on the rise, and as states continue to legalize its use, the industry around its growth and distribution could be an attractive investment. But is it really a good investment? We explore this trending industry and what it could mean if you decide to invest.

We all know the old adage “What goes up must come down,” and the same is true of the U.S. stock market. But when will it happen and how bad might it be? While no one can answer these questions with any degree of accuracy, we’ve highlighted the signs both for and against a market downturn at some point.

What is your financial resolution for 2018? Our advice, start with: Reducing your credit card debt; Building an emergency fund; and Increasing your retirement savings.

The featured speaker at Bedel Financial’s annual Financial Forum was Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. Liz Ann touched on a number of issues regarding the economy and the market. Here are the highlights!

Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!

Anyone of any age can get scammed, but seniors make the easiest targets. Each year they lose billions of dollars to scam artists, friends, and too ...

It’s a new year and a perfect time to review your 401(k) investments. If you are saving aggressively for retirement (and we hope you are), then be sure those dollars are working hard for you. Target date funds are a popular investment option, but you may want to dig deeper.

Most people would likely agree that teaching children about investing is a very important life lesson. However, if you try to have a discussion about stocks and bonds with most children, their eyes will quickly glaze over. How can you get them more involved?

Free trade has been a hot topic recently. Both presidential candidates have made very pointed negative remarks about our various free trade agreements.

The UK is leaving the EU. Reaction: Yikes! What does this mean to you and me? Nothing or everything? Why did they vote to leave? What will change and how quickly?