New Money to Invest – Lump Sum or Dollar Cost Average?
A question we have been asked repeatedly over the last six months has been: what is the best strategy to get into the market with…
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2020: An Unforgettable Year
A global pandemic, a severe and abrupt recession, and civil unrest made 2020 a truly tumultuous and unprecedented year. But perhaps the real story of…
Best Practices for Year-End 2020
As we approach the end of the year, it is prudent to review your situation and make sure that you have taken advantage of all…
Rules for Inherited Roth IRAs
A Roth IRA is perhaps the most tax-friendly asset that an heir can inherit. However, the rules regarding distributions can be somewhat complicated. The Q&A…
Calculating the Payback Period on a Mortgage Refinance
As explained in our article on “How to Evaluate a Mortgage Refinance”, the decision to refinance comes down to evaluating the benefit of the interest…
How to Evaluate a Mortgage Refinance
With interest rates at historic lows, many homeowners are considering refinancing their current mortgage. But making the decision to refinance or not can be tricky…
The 2020 Election and Your Investment Portfolio
With election time now getting closer, we are inundated with opinions and prognostications about not only who will win but what that victory will mean…
A Checklist for Identifying the Right Advisor for You
Relationship Your advisor’s sole, continuous duty across your entire relationship should be to advance your highest financial interests (even ahead of their own) as a…