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…
"The terms “stock market” and “economy” are often used interchangeably, but they are not one in the same. Perhaps this has never been more evident than over the past several months. The state of the economy, according to most measures, is bleak, with economic activity contracting, an unemployment rate of more than 10%, and an expected decline in corporate earnings of 45% as compared to a year ago. Yet, the S&P 500 recorded its best quarter in more than two decades. How do we make sense of this? "
"Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen. We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. "
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…
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…
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…
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…
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…
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…
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…
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…
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