2020 Is Behind Us - What Comes Next?
As we recover from the wild ride of 2020 and look forward to 2021 and beyond, we hone in on our core investment principles.
Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
How to pay for advice and investments
Nothing is free; some things are worth paying for.
Investing In Uncertain Times
The presidential election results are in, but uncertainties remain. How do we move forward when we are unsure of what lies ahead?
Lump-Sum Investing vs. Dollar-Cost Averaging - Which Should You Choose?
When you have new cash, should you invest it in your portfolio all at once, or over time? Here's our guide to the benefits and drawbacks of each approach.
Get a Checkbook For Your IRA
Looking to save on your tax bill, while fulfilling your charitable goals? If you're over age 72 and have an IRA, a Qualified Charitable Distribution may be a good option, even if you don't itemize your taxes.