Year-End Tax Planning and Tax Consequences
As we near the end of the year, it is important to review if any transactions you have made throughout the year have tax consequences. It is especially important to see if there is any…
Trends in the Volatile Market
A bull market can be like a long road trip – an exciting journey, but one with unexpected set backs, sometimes bumpy roads and the occasional pit stop. The global markets are each at a…
Good News for Bond Investors: TIPS
Investors often include bonds into their portfolios to earn income and take less risk than investments in stocks and other growth asset classes. Bonds that pay a set rate of interest carry a unique risk…
Opportunity Like No Other – Qualified Opportunity Zones
The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code. Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents…
Investing in International Stock Funds — The Four Pillars of Analysis
So you did all the research and decided that you would like to add an international stock fund to your portfolio. Then you pull up a list of all the available international stock funds and…
The Upromise Loyalty Program
My husband, Luke, and I both paid our own way through college. We really had no other option. We were both raised by single moms who had five kids (my mom) and four kids (Luke’s…
Don’t Turn Your Back on Value Now
Over the last several years, there are likely many value investors who are growing impatient with their investment strategy. With the success we have seen from growth stocks, such as those known as the FANGs…
What Can Investors Do with a Lump Sum? Dollar Cost Averaging as a Strategy
One of the biggest challenges investors will face is the question of timing – “If I have a significant amount of cash, when is the best time to invest it?” Investing just before a market…
Rising Interest Rates and their Impact on Bond Portfolios
With the Federal Reserve in the process of raising the federal funds rate, the rate at which banks lend reserve balances to other banks on an overnight basis, some investors may be concerned about its…
Dealing with a Concentrated Position in Your Company Stock
Corporate stock: accumulation over time This past year my wife and I welcomed twins — our first children — into our family. In the months leading up to their births and the following year, we’d…
