The Wisdom of Crowds vs. Popular Delusions
Understand when markets reflect collective wisdom versus irrational exuberance, and learn tips to navigate both.
Quarterly Commentary
Unlock the secret to better communication and smarter investment decisions by understanding the difference between perception and perspective.
Navigating Tax Changes: Maximizing Opportunities Before TCJA Sunsets
The Tax Cuts and Jobs Act, has left an indelible mark on American taxpayers since its enactment in 2018. As the TCJA is set to sunset in 2026, a short window of opportunity remains for individuals to strategize and maximize their tax benefits before the landscape shifts.
Quarterly Commentary
There's never a good time to time the market. Instead, maintain a globally diversified portfolio tailored to your needs.
When Apples Aren't Apples: A Cautionary Tale for Investors
Your financial plan is made up of a variety of investment apples. Why are you comparing it to the returns of a ripe melon?
What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing
Instead of seeking more concentrated dividend stock positions, we prefer a total return investment strategy, even for retirees who are drawing income out of their portfolios.
What’s Wrong with Depending on Dividend Stocks? Part 1: How Dividend Stocks Really Work
Investors might think of stocks as their cake, and dividends as an extra layer of frosting, but in fact, dividends are a bite out of your cake. Post-dividend, your stock—your slice of a company—is worth a tiny bit less.
Run, Read, and Embrace Financial Wisdom
Join us September 16th, 2023 alongside the AppleTree 5k. As the race is underway, we'll have Rob at our office with light refreshments while Matt & Andrea lace up for the walk/run. Stop by to grab a bite, connect with our financial advisors and explore recommended books about capital markets and financial security.