facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights & Perspectives

Five Financial Best Practices for Year-End 2021 Thumbnail

Five Financial Best Practices for Year-End 2021

Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead.

Read More
Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning Thumbnail

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life.

Read More
Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques Thumbnail

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools. It’s another to make best use of them. After all, the same paintbrush can create a valuable work of art, or a clashing mess on canvas. It all depends on how you use the brush.

Read More
Investor Behavior Biases - Recap and Next Steps Thumbnail

Investor Behavior Biases - Recap and Next Steps

We’ll wrap the ABCs of Behavioral Biases by repeating our initial premise: Your own behavioral biases are often the greatest threat to your financial well-being. We hope we’ve demonstrated the many ways this single statement can play out, and how often our survival-mode brains trick us into making financial calls that foil our own best interests.

Read More
Investor Behavioral Biases: Part 3 Thumbnail

Investor Behavioral Biases: Part 3

Our exploration continues with more behavioral biases that may negatively impact your financial well-being. You can read our earlier posts, here and here. Let’s continue, shall we.

Read More
Investor Behavioral Biases: Part 1 Thumbnail

Investor Behavioral Biases: Part 1

Over the summer, we will identify and describe numerous behavioral biases. As you learn and explore, we hope you’ll discover: You may be unable to prevent your behavioral biases from staging attacks on your financial resolve. But, forewarned is forearmed. You stand a much better chance of thwarting them once you know they’re there!

Read More