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    Wealth Management - Financial Investing - Investing - 401k Planning

    How Do Capital Loss Carryforwards Work?

    By Todd Schanel, CFA, CPA, CFP®October 21, 2019

    Reprinted with permission from Schanel and Associates, CPA. www.schanelcpa.com. Original Post: October 04, 2019   When an investor sells a stock or mutual fund that…

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    Market Corrections, Bear Markets, and Recessions: A Primer

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®September 17, 2019

    As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is…

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    Cash in the Bank – How Much Is Enough?

    By Jackie Goldstick, CFP®August 30, 2019

    An integral component of a financial plan is making sure that you have adequate cash reserves set aside. But exactly how much is enough? Cash…

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    How “High” Are High Yield Savings Rates

    By Todd Schanel, CFA, CPA, CFP®August 15, 2019

    When looking for a place to stash your emergency reserves, a visit to bankrate.com is probably your best bet. The popular site provides an up…

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    What is Tracking Error Regret?

    By Todd Schanel, CFA, CPA, CFP®August 1, 2019

    A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…

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    Group Intelligence and Investing

    By Todd Schanel, CFA, CPA, CFP®July 12, 2019

    In 1906, statistician Francis Galton attended a livestock fair where villagers were invited to guess the weight of an ox. No villager successfully guessed the…

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    Investing in Publicly Traded Equities vs. Direct Real Estate (Part 2)

    By Todd Schanel, CFA, CPA, CFP®June 13, 2019

    In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was…

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    Investing in Publicly Traded Equities vs. Direct Real Estate (Part 1)

    By Todd Schanel, CFA, CPA, CFP®May 31, 2019

    Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the…

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      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
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