Articles from the Investing Category
Tax Planning Strategies Before Year End
September 12, 2024 | By David Lowe, CFP®
It’s almost the last quarter of 2024. Can you believe it? Now is an ideal time to review your tax planning with your financial advisor and tax preparer or CPA so you can implement appropriate strategies for 2024. If you…Read More
Dealing With The Dips
September 1, 2024 | By Kevin Smith, CFA
Employees get paid for doing work. Investors get paid for taking risk. Risk is the chance of losing value between the time of purchase and sale. We experience risk when the value of an asset falls while we own it….Read More
Transferring Funds from a 529 to a Roth IRA
July 25, 2024 | By David Lowe, CFP®
A 529 account can be a great tool for saving for college. Investment growth is tax-free, and so are the withdrawals (if used for qualifying education expenses). In many parts of the country, state income tax deductions are available for…Read More
Using Dollar-Cost Averaging to Reduce Risk
May 15, 2024 | By Kevin Smith, CFA
Investing a large sum of money can be daunting, especially with the uncertainty of market fluctuations. Enter dollar-cost averaging (DCA), a strategy designed to help investors manage risk by spreading their investments over time. By consistently investing a fixed amount,…Read More
2024 Q2 Investor Update
April 29, 2024 | By Matt Pierce, CFA
This month we want to highlight some of the key takeaways from our quarterly update video as well as expand on a couple of areas that may be in focus in the months ahead. Signs of life in the global…Read More
A Case of Bad Breadth
October 30, 2023 | By Matt Pierce, CFA
Through much of the year, strong year-to-date gains have been touted, and even despite a near 10% selloff since July, the S&P 500 remains up over 8.5% year to date. However, that strength has come from an ever narrowing list…Read More
Your Rental vs the Market?
October 1, 2023 | By Kevin Smith, CFA
Thinking about buying a real estate investment property? With interest rates on investment property mortgages near 8%, it is more difficult to generate positive cash flow on these properties than even a year ago. Investors who can pay for a…Read More
Investing in AI
August 10, 2023 | By Kevin Smith, CFA
Marc Andreessen, perhaps the most influential venture capitalist, offers a simple definition of artificial intelligence: “The application of mathematics and software code to teach computers how to understand, synthesize, and generate knowledge in ways similar to how people do it.”…Read More
2023 Increases for Social Security Income, Retirement Plans, HSAs & IRAs
November 30, 2022 | By David Lowe, CFP®
There are some bright spots amid inflation news. Social Security benefits are set to increase, and workers will be able to contribute more to their retirement accounts in 2023 than in 2022. The following details are important considerations for open…Read More
Broken Bonds
August 19, 2022 | By Matt Pierce, CFA
If we’re only ever looking back we will drive ourselves insane As the friendship goes resentment grows We will walk our different ways But those are the days that bind us together, forever And those little things define us forever,…Read More