Jonathan Koop, CFA

Have you taken a look at your investment portfolio? During times of uncertainty, it is important not to get lost in the daily headlines. Concentrate on keeping everything in perspective. Let’s take a step back and remind ourselves of where we were not so long ago and look for where we might be headed in the next few weeks.

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.

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.

What is the debt ceiling and why is it important? In the wake of the recent budget agreement, the debt ceiling has been temporarily suspended. What does the suspension of the debt ceiling mean, and how could it affect you? We’ve examined the recent deal and discuss the potential pitfalls of operating without a cap on the country’s debt.

Making the correct financial decisions in your 40s can have important ramifications on the success of your long-term and retirement plans.

Simon Pagenaud might have taken this year’s checkered flag at the Indy 500, but you can still take the flag for your finances. With the support of a team and flexibility for those unplanned things that can throw a monkey wrench in your plans, you could find yourself steering your finances into the winner’s circle!

The Dow Jones and S&P 500 took investors on a roller coaster ride in December 2018. While the market volatility left investors feeling uneasy about their portfolios, it’s important to keep these fluctuations in perspective. We’ve compared the recent highs and lows to those of 2008 to better understand just how recent market swings really stack up.

What is socially responsible investing? While there’s no standardized definition within the investment industry, there are definitely certain steps you should take when considering adding socially responsible investments to your portfolio. We’ll walk you through the basics of socially responsible investing and share what to look out for when adding SRI to your investment portfolio.

Investors, the bond market’s yield curve is indicting the possibility of impending recession! However, while the shape of the yield curve can be used as a tool to project the future health of the economy, it is not a crystal ball. Read on for a better understanding of yield curves and how this trend could impact you.

News of rising interest rates has been hard to miss, but if the economic jargon makes you anxious or you’re trying to ignore the topic altogether, you may have overlooked the impact this could have on your investments. We’ve pulled together a few basic points to help you feel more confident in the current economic environment.

Tariffs and trade wars and volatile markets…Oh my! You probably already know that the President has imposed tariffs on many Chinese goods coming into the U.S. But you might not understand what that means for the stock market, American corporations, and your wallet. We’ve cut through the hype to focus on tariffs and what they could actually mean for the economy…and your pocketbook!