Archive for Investment Management

4 Reasons Why Tax Planning is so Important

4 Reasons Why Tax Planning is so Important

When it comes to advanced tax planning, unfortunately many people either just don’t do it or they wait until the last minute only to find out that there aren’t any options to take advantage of at the point of filing their tax return. By developing an advanced tax plan, you will be able to forecast […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning

Leave a Comment (0) →

The Worst December Since the 1930s

Welcome to the Monthly Economic Update, it’s January 4, 2019 as of writing this article and what an absolute wild ride it’s been over the last quarter. In the last Monthly Economic Update in early December we were hoping for some sort of a Santa Claus rally and, of course, everything fell apart. The Worst […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Federal Reserve

Leave a Comment (0) →

IRA New Year’s Resolutions

IRA New Year’s Resolutions

The New Year is here, and you may be thinking about an array of resolutions you have for 2019. This year, we want to encourage you to really pay attention to your IRA (Individual Retirement Account) and leave no stone unturned. Here are some steps you should take to help make sure that everything is […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

Leave a Comment (0) →

End of Year Checklist

End of Year Checklist

With the end of the year quickly approaching the last thing you need is another checklist. However, in the midst of preparing for all of the events and activities this holiday season holds, it is just as important to make sure you take some time to review your financial checklist. For example, have you considered […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, 401(k)

Leave a Comment (0) →

What’s Causing the Negativity?

Welcome to the Monthly Economic Update, it’s December 5, 2018 as of writing this article and the markets are closed today. December 4th was an extremely poor day in the market. I want to talk today about all of the volatility that’s going on, what we think about it, and what it means to your […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update

Leave a Comment (0) →

Year-End Tax Planning and QCDs

Year-End Tax Planning and QCDs

You’re thinking, “Oh boy taxes!” right? Well, unfortunately as long as you earn money, have money, and live in the United States, you’re going to pay taxes. There are significant tax planning opportunities around this time of year, every year. The problem is that most people aren’t thinking about taxes right now. They’re thinking about […]

Continue Reading →

Posted in: Blog, Retirement, Investment Management, Tax Planning, IRA

Leave a Comment (0) →

Is a Roth Conversion Right for Me?

Is a Roth Conversion Right for Me?

There is story after story about people who come into a bunch of money. Where problems can arise is when they don’t know what to do with it, they don’t understand the concept of money, and they don’t know how much they can safely spend. Simply put, there is no plan in place other than […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Risk Management, Tax Planning, IRA, 401(k), FAQs

Leave a Comment (0) →

You Can Save More Money in Your IRA in 2019

You Can Save More Money in Your IRA in 2019

Saving for retirement? Then we’ve got some good news. The IRA contribution limit will increase to $6,000 in 2019, up from $5,500 in 2018. Even better news for some, if you’re over 50 in 2019 you’ll be able to contribute $7,000, as compared to $6,500 in 2018. Why the Limit Increase? The IRA contribution limit […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

Leave a Comment (0) →

Was this October Signaling the Next Bear Market?

This last month has been a pretty typical October. Two of the last three major bear markets have begun in the month of October and so many people are asking, “Was this October the signal of the next bear market to come?” It’s October 31st as of writing this and we’re going to talk about […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Federal Reserve

Leave a Comment (0) →

Women Navigating to Financial Success

Women Navigating to Financial Success

What do women want when it comes to their financial future? Remember back in the early 90’s when the book “Men Are From Mars, Women Are From Venus” by John Gray was published and became a literary phenomenon, of sorts? The basic theory behind the book was that men and women communicate differently, think differently, […]

Continue Reading →

Posted in: Blog, Retirement, Financial Planning, Investment Management, Family, Lifestyle

Leave a Comment (0) →
Page 1 of 7 12345...»