skip to Main Content
1 min read
Bonds And The Power Of A Diversified Portfolio

Bonds and the Power of a Diversified Portfolio

Bonds play an important role in a portfolio for many investors. A basket of high-quality bonds will provide a steady return stream, and when added to a portfolio of stocks, they provide some stability if stock markets are declining. Though…

Yield Curve As Predictor Of Recession

Yield Curve as Predictor of Recession

The past months have whipsawed investors.  2018 closed with most asset classes down after a turbulent December.  2019 opened with sharp gains in most asset classes, reversing prior declines.  These jarring moves have investors searching for an explanation, and one…

Individual Or Corporate? Choosing A Trustee

Individual or Corporate? Choosing a Trustee

The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios.  One of the more important decisions in the process, and one that often does not get enough attention, is selecting a Trustee…

Medicare And Your HSA

Medicare and Your HSA

Age 65 is often referred to as a benchmark retirement date, yet there are a number of individuals who are reaching Medicare-eligible age 65 and still planning to work beyond this age. Many of these individuals have health insurance coverage…

Size Premium – How It Affects Stock Market Returns

Size Premium – How it Affects Stock Market Returns

What is “size premium”? The size premium is the extra amount of return that small companies offer versus investing in large companies. In 1992, Eugene Fama and Kenneth French designed a model that explained stock market returns. The model included…

Qualified Charitable Distributions (QCDs) On Your Tax Return

Qualified Charitable Distributions (QCDs) on Your Tax Return

We wrote a blog last year highlighting a charitable gifting strategy that became more attractive for many families under the new tax law. That strategy, known as Qualified Charitable Distributions (QCDs), allows you to make charitable gifts directly from your…

Back To Top